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 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!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 10, 2026
February Investment Perspectives
This month, our Investment Strategy Group explores gold’s potential role in portfolios, key drivers shaping the bond market in 2026, and a challenging stretch for the technology sector.
February 03, 2026
Plan for More™️ in 2026: Your Month-by-Month Financial Planning Calendar
Want a clearer roadmap for the year ahead? This month-by-month financial planning calendar helps you stay organized with taxes, retirement planning, Medicare decisions, and year-end strategies throughout 2026.
Click the link to view the full 2026 planning calendar and start mapping out your year.
#PlanforMore #FinancialWellness #WealthManagement #Janney
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
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.