Awards
Forbes Best-In-State Wealth Management Team 2025
Starr | Barth Wealth Management Named To Forbes 2025 Best-in-state Wealth Management Teams List
Forbes Best In State Team 2024
Starr | Barth Wealth Management Named to Forbes Best in State Wealth Management Teams List
Forbes Best-In-State Team 2023
Starr | Barth Wealth Management Named to Forbes Best in State Wealth Management Teams List
Our Team
Our group includes Jerry Starr and Bill Barth as well as an experienced team of financial specialists at Janney Montgomery Scott LLC. The Firm's roots trace back to 1832, and previously held the second oldest membership of New York Stock Exchange. Starr | Barth Wealth Management was formed in 1999 and holds a combined 47 years of service in the financial industry.A core belief held by each member of our group is the importance of comprehensive financial planning. As part of our planning process, we focus a great deal of time and attention on the entire client relationship, from establishing and prioritizing goals, to making and implementing recommendations, to reviewing performance and measuring progress. All with the single purpose of helping you achieve your definition of financial success. This client centered approach to financial planning truly separates our wealth management group from other financial advisors.
... 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.
Going Beyond Investing. Connecting.
No matter where you are in life—just starting out, in your peak earning years, nearing retirement, or thinking about your legacy—we’re here to help you every step of the way.
Online Access & Digital Services
There’s much more to wealth management than simply building investment portfolios.
Financial Solutions
There’s a lot more to managing wealth than selecting investments. Your Janney Financial Advisor can help connect your life and finances to bring more purpose and clarity to your wealth picture. Using a holistic view of finances, they will use your financial plan as a guidepost for financial decision-making, implementing strategies and solutions that align with your unique needs and preferences.
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: 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 Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Phone:
Text:
Toll-free:
Fax:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.