Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Behind the Name
On December 25, 1776 the Continental Army crossed the Delaware River and launched a surprise attack that became known at the battle of Trenton. Only the ablest, most experienced seamen were chosen to row the boats across the semi-frozen river. The best among them, men from General John Glover’s regiment from Marblehead, Massachusetts navigated the most precious cargo – General George Washington himself - across the treacherous waters.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and 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.
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 20, 2023
Debt-Ceiling Lessons from 2011
Our Investment Strategy Group analyzes historical data surrounding the debt ceiling and what lessons long-term investors can learn.
May 18, 2023
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give—supporting their education.
https://www.janney.com/wealth-management/education/all-education/detail/education/2023/04/12/tips-for-leveraging-529-college-savings-plans
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Do you have highly appreciated stock in your 401(k)?
If so, you may be able to use NUA to save a lot in taxes
You may be able to use NUA to save a lot in taxes.
Is It Time to Think About Tax-Free Income?
Ideas for ways to help reduce your taxable income
Five Investment Tasks to Tackle by Year-End
Ideas for Investors: How Reviewing Your Investment Portfolio Now Can Help
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.