Awards
FORBES 2025 BEST-IN-STATE WEALTH MANAGEMENT TEAM
Our Team
Not only are we available at your convenience, but Janney has also structured itself to be immediately responsive to clients’ needs—all levels of Janney’s staff are easily accessible, and possess a willingness and enthusiasm to help. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Online Access
Our digital experience makes connecting your life and finances easier by providing 24/7 secure access to your account information, aggregation tools, eDelivery, and more.
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.
Triad Honor Flight
Supporting our local veterans.
Ducks Unlimited
We’re proud to support the local Greensboro chapter of Ducks Unlimited. Ducks Unlimited conserves, restores and manages wetlands and associated habitats for North American Waterfowl. These habitats also benefit other wildlife and people.
Junior Achievement of the Triad
RLR Wealth Management is proud to work with Junior Achievement of the Triad to help inspire and prepare young people to succeed in the global economy. Junior Achievement’s focus of working with young people to help them with work readiness, entrepreneurship, and financial literacy align with our practice's core values.
Video Library
Misconceptions About Retirement
This video discusses five common financial misconceptions that we often hear about retirement.
Economic & Market Outlook: February 2025
Happy New Year and welcome to our first video of 2025 in which we will give some of our thoughts as to what to expect this year.
Politics & Your Investments
The importance of keeping politics out of your investment portfolio.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 03, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 10, 2025
Our team is honored to have been named a Forbes 2025 Best-in-State Wealth Management Team. I would like to congratulate my teammates on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.