July 13, 2026
A wonderful evening at the Fulton Theatre spent celebrating our clients! We got to recognize our valued relationships by attending the production of West Side Story.
The copious preparation the staff at Fulton Theatre put into each performance reminds us of the planning required in wealth management. This planning gives us and our clients confidence in achieving the outcomes they desire. Similarly, the preparation at the Fulton results in a phenomenal show.
We are pleased to be a sponsor of the Fulton Theatre and grateful for our clients!
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
April 27, 2026
Our team is proud to sponsor the 2026 St. Ann's Knights of Columbus Fairway to Heaven golf tournament. Our partner Rob Poff and guests, pictured at the Bear Trap Dunes Golf Club in Ocean View, Delaware.
April 20, 2026
I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets.
Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice.
If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia
April 08, 2026
Another great Zest cooking class in the books!
This class reminded us of the importance of prep work. Every step matters: selecting the right ingredients, measuring with intention, and preparing each component before bringing it all together. It’s a lot like building a financial plan. You can’t skip the groundwork—understanding your goals, organizing your resources, and being deliberate about each decision.
The magic happens when preparation meets execution. Whether in the kitchen or in finance, success is rarely accidental—it’s created through planning, patience, and a little creativity along the way.
Here’s to trusting the process and enjoying the results. 🍽️
April 01, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.
March 26, 2026
I’m pleased to welcome Financial Advisor Drew Oberg to Janney in Cary, North Carolina. Previously with Edward Jones, Drew joins Fried Mouro Wealth Management, an established team that joined Janney in 2019. I’m confident that Janney’s culture, personalized support, and platform will help Drew and the team continue to grow while staying focused on serving clients well.
If you’re thinking about what the right partner could look like for your business, let’s connect.
March 19, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
March 12, 2026
I’m excited to share that Scott Patterson has joined Janney in our Hunt Valley, Maryland office. Previously with Raymond James, Scott joins Griffin Wealth Management, led by Financial Advisor and Branch Manager Kevin Doyle, who joined Janney last year.
If you’re considering what greater alignment and support could look like for your practice, I’d welcome the conversation.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/09/financial-advisor-scott-patterson-joins-janney-in-hunt-valley--maryland
March 11, 2026
I’m pleased to welcome Noel Becker to Janney. Most recently with UBS, he continues our growing presence in Northeast Ohio, joining our Hudson office which opened last year. Janney’s advisor-centric culture and personalized support are designed to help advisors grow their practices and deliver superior client service. If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/10/janney-welcomes-noel-becker-in-hudson--ohio
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.
February 27, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
February 10, 2026
I’m excited to welcome Financial Advisor Chip Hoke to Janney in our Lancaster, PA office. Previously with RBC Wealth Management, Chip has more than 40 years of experience providing exceptional client service and oversees over $220 million in client assets. He joins Janney’s Lancaster Wealth Group.
If you’re looking for the right partner for your business and the firm that will help you serve your clients best, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/06/financial-advisor-chip-hoke-joins-janney-in-lancaster--pennsylvania
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
