Our Team
Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.As Complex Manager, and your first level of support, it's my priority to ensure you feel supported in running your practice, serving your clients, and helping you grow.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our History
Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
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.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 02, 2023
Financial Advisor Tyler Hamilton Joins Janney
We’re pleased to welcome Financial Advisor Tyler Hamilton. Previously associated with The Stanley-Laman Group, he joins Sargent Wealth Management, a premier team of experienced financial professionals based in Yardley, PA, Raleigh, NC, and Mt. Laurel, NJ.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 06, 2023
Forbes Recognizes 36 Janney Financial Advisors as Best-in-State Wealth Advisors
Congratulations to the record number of Janney Financial Advisors who have been named Best-in-State Wealth Advisors by Forbes. These advisors set the standard for exceeding client expectations and delivering comprehensive advice to meet financial goals.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.