Our Team
Choosing someone to help you manage your money is both a business, and a personal decision. The Kline Wealth Management Group at Janney Montgomery Scott has become the trusted advisors to a select group of individuals, families and organizations, offering personalized wealth management to help them toward their financial goals and objectives. By taking the time to encourage and build long-term relationships built on trust, integrity and honest communication, the Kline Wealth Management Group, led by John R. Kline, provides unbiased advice and makes investment recommendations that adhere to your risk tolerances and help you in your journey to your goals and objectives. They act as your personal guide, helping to navigate and simplify the complex world of investing. The Kline Wealth Management Group understands their clients' personal values and priorities so that they are better equipped to assist their clients with attaining the life they want to live and the legacy they want to leave behind. Relationships, after all, lie at the heart of what the Kline Wealth Management Group does best: finding ways to help clients accumulate, grow and enjoy their wealth.
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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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
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.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
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.