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Beyond Investing. Connecting.
Beyond Investing. Connecting.
Awards
Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation
Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener
Computerworld Names Janney a Best Place to Work in IT
Marking the seventh consecutive year the firm has received this prestigious recognition.
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Mayer Wealth Advisory holds a deep commitment to supporting and giving back to our local community.
The following is a list of some organizations that our team and some of our clients support:
York County Community Foundation
Holly serves as the Chairwoman of the board, and our commitment extends to sponsoring YCCF at least once per year.
York Catholic District School
Holly is a board member and sponsors York Catholic School District each year.
Events
Upcoming & Past Events
Up Next: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Retire to What Inspires You
Tom & Gwyn
Alaska Cruise 2024
Larry & Betsy
Iceland 2022
Holly Mayer's Newsroom
Working with Mayer Wealth Advisory
Discover the path that led Holly to Wealth Management and explore her strategies in financial planning and building client relationships.
Q3 2024 Quarterly Insights
Markets are Again Resilient in the Face of Rising Economic Uncertainty
Q2 2024 Quarterly Insights
Falling Treasury Yields and AI Enthusiasm Power the S&P 500 to New Highs in Q2
MWA Across the Nation
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 09, 2025
I'm excited to attend Janney’s Wealth Management Conference in Baltimore—an exceptional opportunity to gain new insights, connect with fellow Janney advisors, leaders, and industry experts, and strengthen my value to my clients. I look forward to learning, collaborating, and sharing key takeaways!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Life Events May Trigger Lending Needs
Life is full of events and circumstances that may throw financial curveballs, which is why when it comes to your liquidity needs, your financial plan should address borrowing solutions that may be immediately accessible, when and if necessary.
Leveraging Annuities During Market Uncertainty
During economic uncertainty and market instability, annuities can be a powerful tool for securing your investments and financial future—offering asset protection, tax deferral, guaranteed income, and peace of mind.
June Investment Perspectives
In this issue, we discuss how Corporate America has defied challenges, how trade balance might influence the “flow” theory of bond demand, and why it’s important not to overlook the value of a picture.
Office Information
Office hours:
Monday 8:30-4:30pm
Tuesday 8:30-4:30pm
Wednesday 8:30-4:30pm
Thursday 8:30-4:30pm
Friday 8:30-4pm
Tuesday 8:30-4:30pm
Wednesday 8:30-4:30pm
Thursday 8:30-4:30pm
Friday 8:30-4pm
Phone:
Text:
Toll-free:
Fax:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.