Our Team
We offer a team approach to financial planning, offering you a broader scope of capabilities than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
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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.
What Makes us Different
Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
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.
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: 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 Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 20, 2025
I’m excited to welcome Belice Leininger Private Wealth to Janney’s Pittsburgh office. The team joins us from UBS, drawn to our rare combination of a boutique culture with the strength and resources of a larger firm.
If you’re looking for a firm that puts you first, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/16/belice-leininger-private-wealth-joins-janney-in-pittsburgh
October 13, 2025
I’m pleased to welcome Lord Kirstien Wealth Management to our Media, Pennsylvania office. The team joins us from Morgan Stanley and was attracted to our advisor-focused culture and flexibility to run their practice, backed by the resources and support to help them grow.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/10/lord-kirstien-wealth-management-joins-janney-in-media--pennsylvania
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.