Our Team
Financial Advisor Taylor Raab, Financial Advisor Associate Colton Jones, and Senior Registered Private Client Assistant, Paula Street, form Raab Wealth Advisors. By applying their combined industry experience, they are able to provide their clients with professional investment insights and current market perspectives.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Community Involvement
The professionals at Janney live and work in over 100 regions across the country - from large metropolitan areas to small towns. We are proud of the level of commitment and involvement our financial advisors and employees exhibit through numerous organizations and associations in their various communities. We are also proud of our clients and the charities they support and feel strongly about.
Preferred Money Managers
Raab Wealth Advisors will make available to you both advisory and brokerage services, as well as the fees and costs associated with those services. You may opt to engage in a brokerage relationship, an advisory relationship or a combination of both. Each time you open an account, we will make recommendations on which type of service is in your best interest based on the information you provide.
Raab Areas of Focus
The Raab Wealth Advisors offer individual and institutional clients a full range of investment solutions for their personal and professional financial needs.
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 Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 09, 2026
1031 Exchanges: What Real Estate Investors Should Know
Real estate investors considering the sale of an investment property may want to understand how a 1031 exchange works and the requirements involved. Explore key considerations, including important timelines, qualifying properties, and potential tax implications.
October 05, 2026
Janney | MyClearMatch
Medicare Open Enrollment begins October 15 and runs through December 7. If you’re reviewing your coverage or considering your options, there can be a lot to navigate.
Janney clients have access to ClearMatch, a complimentary, no-obligation service that connects you with licensed insurance agents who can help you compare options and navigate the enrollment process.
Explore ClearMatch to learn more.
October 02, 2026
How to Start a Family Conversation About Estate Planning
Talking about your estate plan with your family may not always be easy, but it can be an important part of planning for the future. An open conversation can help clarify your wishes, prepare loved ones for future responsibilities, and reduce uncertainty. Explore this article to learn how to start the conversation.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Office hours:
8:30AM-4:30PM
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.