What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Cash Management
We’ve got your cash management needs covered.
Lending Solutions
Lending Solutions to help you meet a wide range of financing needs
Long-Term Care Planning
Determining a long-term care (LTC) solution that best fits your needs depends on several factors, such as your current health, health history, age, and financial situation.
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.
Special Olympics Maryland
The QL Wealth Advisors recently partnered with the Special Olympics Organization of Maryland to host a fantastic bowling game to support their incredible organization.
Operation Santa 2022
This Christmas, the QL Wealth Advisors gave Santa a helping hand in partnership with the USPS.
Spring Cleaning Clothing Drive
QL Wealth Advisors utilized their annual spring cleaning to collect and donate clothing for their community.
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: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Advice for Every Stage of Life
Establishing Financial Roots (Ages 21–40)
For individuals starting their financial journey, this stage focuses on building good habits, understanding key financial principles, and laying the groundwork for future success.
Strategic Growth & Family Planning (Ages 40–65)
As responsibilities increase, this stage focuses on protecting loved ones, preparing for major life events, and creating financial stability through strategic planning.
Retirement & Multigenerational Planning (Ages 65–80)
As retirement begins, this stage supports income distribution, caregiving responsibilities, and effective legacy and wealth transfer planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.