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.
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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.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
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.
Up Next: 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.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
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
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.