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Beyond Investing. Connecting.
Beyond Investing. Connecting.
Awards
Janney Wins WealthManagement.com Industry Award for Digital Marketing Campaign of the Year
Firm recognized for its campaign focused on Janney’s longstanding financial strength.
Janney Earns Great Place to Work® Certification
Firm recognized for third consecutive year for creating an outstanding workplace experience.
Computerworld Names Janney a Best Place to Work in IT
Receives the prestigious recognition for the sixth consecutive year.
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
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 29, 2024
529 Plans: A Tax-Efficient Way to Fund Your Grandchildren’s Education
Did you know that under the new FAFSA rules, withdrawals from 529 plans owned by grandparents no longer count against a student's overall federal aid eligibility? Read more about how 529 plans may benefit your grandchildren.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
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.