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.
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.
Up Next: 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.
September 26, 2025
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.
In this exclusive webinar, Janney will explore changes under the new tax rules of the One Big Beautiful Bill Act (OBBBA), including:
Permanent changes to income and estate tax provisions
New and expanded tax deductions
Planning opportunities when addressing your taxes
We’ll break down the new tax landscape and planning strategies for your long-term financial goals. Don’t miss this opportunity to gain expert insight into the impact of the tax rules and how they affect you. Register today!
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.