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Julie Knight Wealth Advisory
No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
Awards
Our Team
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Online Access
Simplify your life and finances with Janney’s secure client portal. Janney offers 24/7, convenient, secure access to your account information and more through our Online Access client portal and mobile app. Take the tour below.
Plan for More™ in Retirement
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
8,000 Days of Retirement
SAVE THE DATE! Tuesday July 14, 2026
5:30-6:30 pm: Enjoy a full buffet dinner
6:30-7:30 pm: Presentation "8,000 Days of Retirement"
Join Julie Knight for an evening to discuss the 8,000 Days of Retirement.
Discover what opportunities and challenges each stage of your retirement journey offers. Tom Barret, the guest speaker, is the managing director of Applied Insights of Hartford Funds. He and Julie will share ways to enhance your quality of life along the retirement journey.
8,000 Days of Retirement
SAVE THE DATE! Tuesday July 14, 2026, 5:30-7:30 PM
5:30-6:30 pm: Enjoy a full buffet dinner
6:30-7:30 pm: Presentation "8,000 Days of Retirement"
Join Julie Knight for an evening to discuss the 8,000 Days of Retirement.
Discover what opportunities and challenges each stage of your retirement journey offers. Tom Barret, the guest speaker, is the managing director of Applied Insights of Hartford Funds. He and Julie will share ways to enhance your quality of life along the retirement journey.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.