Awards
Forbes 2024 Best-In-State Wealth Advisors
For the fouth consecutive year, Rich and Steve have been recognized by Forbes as Best in State Wealth Advisors.
Forbes 2024 Best in State Wealth Management Team
QL Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Forbes 2023 Best in State Wealth Management Advisors
Rich and Steve have been recognized for the third year running as Forbes Best in State Wealth Advisors.
Our Team
Richard A. Keetley, CFP®, CLTC®, CIMA®
Executive Vice President/ Wealth Management, Financial Advisor
Stephen M. Goldstein, AIF®, CFP®, RICP®
Executive Vice President/ Wealth Management, Financial Advisor
Kris Olenginski, CFP®
Vice President/Wealth Management, Financial Advisor
Brandon Fanelle, CFP®, AAMS®
Assistant Vice President/Wealth Management, Account Executive
Katie L. Hughes
Registered Private Client Associate
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.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Video Library
QL Wealth Advisors
Meet our team of dedicated financial professionals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
January 17, 2025
We are proud to be recognized as one of Forbes’ 2025 Best-in-State Wealth Management Teams. This achievement is a testament to the dedication, expertise, and exceptional client service of our team. I’d like to extend my congratulations to my colleagues for their hard work and commitment. A special thank you to our clients for the trust and confidence you continue to place in us.
For more information about any awards referenced, including relevant criteria, please visit Janney.com/awards-disclosures.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.