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LANCASTER WEALTH GROUP
Awards
Forbes 2025 Best-in-State Wealth Management Teams
In February 2025, the Lancaster Wealth Group was named to the Forbes 2025 Best-In-State Wealth Management Teams.
Forbes 2024 Best-in-State Wealth Management Teams
In February 2024, the Lancaster Wealth Group was named to the Forbes 2024 Best-In-State Wealth Management Teams.
Forbes 2023 Best-in-State Wealth Management Teams
In February 2023, the Lancaster Wealth Group was named to the Forbes 2023 Best-In-State Wealth Management Teams.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 16, 2026
Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team. I congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures or contact your Financial Advisor.
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.
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