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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 recommend a plan that is tailored to fit your unique needs and preferences. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Richard C. Reynolds, AWMA®
Executive Vice President / Wealth Management, Branch Manager
Robert D. Gleyze, CFP® , RIS
Senior Vice President / Wealth Management, Financial Advisor
G.R. Orr III
Senior Vice President / Wealth Management, Branch Manager
Mark Scholl, AWMA®
First Vice President / Investments Financial Advisor
Michael Callas, CFP®, AWMA®
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Clients
Our investment philosophy focuses on helping investors manage their wealth, guiding them through investment strategies that best suit their diverse needs.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
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.
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: 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 2023 Mid-Year Market Update
What’s next for the economy and markets?
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney’s Strength and Stability
We 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: A Message from Tony Miller, Interim President on Janney’s Strength and Stability The news of the financial collapse of Silicon Valley Bank, and the subsequent effect this is having in the marketplace, can be concerning. When financial distress surfaces at one institution, this can call into question the stability and soundness of our banking system and financial markets and this no doubt challenges our confidence. We will continue to monitor and see in the coming days how the banking system, the FDIC, and Fed work to minimize the impact.There are a few important things to share regarding Janney’s financial stability in light of this news:Our business model, by design, is focused on serving clients while ensuring long-term financial strength and stability.We are very well capitalized. We maintain an excess net capital position which is 10 times the regulatory requirement. Additionally, our parent company, The Penn Mutual Life Insurance Company, carries over $3 billion in excess capital.Penn Mutual carries the following agency ratings:A.M. Best, A+ (Superior) Reaffirmed March 2022Kroll Bond Rating Agency, AA (Very High Quality) Reaffirmed November 2022Moody’s Investors Service, Aa3 (High Quality) Reaffirmed April 2022Standard & Poor’s, A+ (Strong) Reaffirmed December 2022Fitch Ratings, AA- (Very Strong) Affirmed November 2022We do not maintain any public debt, allowing the Firm to operate completely unleveraged.We have steady and stable earnings with two recent record years in both revenues and profits, and a record of quarterly profitability that goes back nearly 140 quarters.Our Janney Insured Sweep Cash Management program has not been impacted. We consistently monitor all banks associated with this program and will continue to do so in light of this news. Read more about Account Protection at Janney at https://www.janney.com/wealth-management/education/all-education/detail/education/2022/03/21/your-assets-are-in-good-hands-resources-and-account-protection-at-janney Our equity research and investment strategy teams will continue to provide commentary and perspectives as news progresses. Visit www.Janney.com or our secure client portal, Online Access, at MyJanney.com for the latest insights. Market turmoil, while challenging, reinforces Janney’s position of stability today and the value we seek to bring to each client relationship.Thank you for choosing Janney and the trust you’ve put in your Advisor and our Firm. If you would like to discuss this, please call or email us at 724.934.3418 or firstname.lastname@example.org.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.