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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 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. ... Read more. Read less.
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Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.
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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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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 pontiswealth@janney.com.
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May Investment Perspectives
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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