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Beyond Investing. Connecting.
Beyond Investing. Connecting.
Awards
Computerworld Names Janney a Best Place to Work in IT
Receives the prestigious recognition for the sixth consecutive year.
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
Janney Earns Great Place to Work® Certification
Firm recognized for third consecutive year for creating 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.
Our clients span from all across the United States.
Whether you reside locally in York or are situated thousands of miles away, rest assured, we're only 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 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
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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.
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.
Q2 2024 Quarterly Insights
Falling Treasury Yields and AI Enthusiasm Power the S&P 500 to New Highs in Q2
Q4 & Full Year 2023 Insight
Stocks Rebound and Post the Best Return Since 2021
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 22, 2024
Janney Earns Great Place to Work®️ Certification
For the third consecutive year, Janney has been certified as a Great Place to Work. This prestigious recognition, only achieved by select firms, is a testament to our collaborative and people-centric culture, allowing our team members to thrive and deliver superior client service.
July 16, 2024
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits are available for employers establishing first-time 401(k) plans for their employees that may offset most or all plan costs for the first three years. Learn more about these credits and the benefits to your business.
July 03, 2024
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
The SECURE Act 2.0 has numerous provisions designed to help individuals save for retirement that are either in place now or will become effective in the coming years. Learn more about the most important changes and how they could help you save for retirement more effectively.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
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.