Our Team
Taylor Raab 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.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: 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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 26, 2025
Stocks Rebound from Correction Territory and React Favorably to Fed Meeting
Our Investment Strategy Group discusses the latest market and economic news in its weekly update. Read more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.