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Beyond Investing. Connecting.
Beyond Investing. Connecting.
Awards
2023-2024 Great Place to Work
We’re pleased to share that Janney has been certified as a Great Place to Work for a second consecutive year, the global benchmark for identifying & recognizing outstanding employee experience. This prestigious recognition underscores our commitment to providing an outstanding workplace culture.
2022 Honors
We have received several workplace awards & honors recognizing our team’s exceptional work & dedication as well as the firm’s commitment to fostering a culture that allows our employees to thrive & deliver superior service to our clients.
2021 Aon Best-in-Class Rankings
Janney has earned numerous best-in-class rankings across the client experience and financial planning categories in the Aon Client Insights survey. These rankings highlight our commitment to providing a superior client experience & comprehensive advice.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Mayer Wealth Advisory Around the Globe
Our clients span from all over the world. Whether you are a York local or thousands of miles away, we are just a phone call away.
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.
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 is extremely passionate about supporting and giving back to our local community.
The following is a list of a few more organizations that our team & some of our clients support: Northern Central Railway of York - New Freedom Steam into History, Charlea’s Angel, United Way of York County, York Cultural Alliance, York Habitat for Humanity, CONCERN for Kids, DreamWrights
Pink Power, Osher Lifelong Learning Institute (OLLI) at Penn State University, Toys for Tots, and more!
York County Community Foundation
Holly is the Chairwoman of the board, and we also sponsor 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
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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.
Q4 & Full Year 2023 Insight
Stocks Rebound and Post the Best Return Since 2021
2023 & Q1 2024 Insight
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 25, 2024
Spring Rain Delay
Federal Reserve policymakers held interest rates unchanged at their recent meeting and have ruled out the necessity of further tightening barring any tail risk to inflation. Read more from our Investment Strategy Group and expectations for the market.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
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: