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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 provide a personalized plan designed to meet your 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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Holly Mayer's Financial Insight
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 2022 Performance Review
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022
Silicon Valley Bank Financial Collapse
I would like to share this message from our Interim President regarding Janney’s strength and stability, and our continuing perspective on the Silicon Valley Bank financial collapse.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 27, 2023
I’m looking forward to attending the Barron’s Advisor Women Summit this week, where I’ll have the opportunity to connect with some of the industry’s most accomplished women advisors and learn insights for improving my practice and client service.
November 20, 2023
Janney Expands Investment Banking Platform with Acquisition of TM Capital
Janney has agreed to acquire TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition brings together two firms with shared values to offer a more diverse set of products and services to better serve our clients.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
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.