News and Commentary

Investors who remain committed to their financial goals in the face of short-term turbulence may experience advantages in the end.

Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?* If you’re approaching retirement age, you need to protect the wealth you have built. Financial planning and business succession planning can help you understand the nexus of your personal net worth, the value of your business, and the exit strategies that will allow you to enjoy the benefits of years of hard work and sacrifice. Join us to hear Janney thought leaders highlight our collaborative approach in addressing the unique needs of business owners. Register here: https://advisor.janney.com/janneyevents/events/financial-strategies-for-business-owners/ *According to estimates from the Exit Planning Institute

Smith Wealth Advisory Group has been named to the Forbes 2025 Best-In-State Wealth Management Teams list. “I am truly honored and humbled that Smith Wealth Advisory Group of Janney Montgomery Scott LLC was recently named by Forbes as a 2025 Best-in-State Wealth Management Team. This prestigious recognition is a reflection of the efforts and dedication of Alyssum Keefer, Tyler Lerman, Joshua Hogan, Dylan Poremski, and Jordan Crone who are not only top-notch professionals but top-notch individuals who routinely provide quality advice and service with the utmost character, integrity, and purest hearts of gold. I couldn’t be more proud of you. 👏 It’s also a reflection of our clients, who are our “why.” It’s truly a blessing to do what we love for the betterment of those we love doing it for. We appreciate you. Being of service and earning your trust has been our highest honor. ❤️ Here’s to “Us”. Thank you. 🙏” - Kevin Smith For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures