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Financial Planning's 2024: Top 40 Brokers Under 40
Chris Borden has been recognized as one of Financial Planning's 2024 Top 40 Brokers Under 40.
Forbes 2024 America's Top Wealth Management Team & Best-in-State Wealth Management Team
Stedmark Partners has been recognized as one of America's Top 100 Wealth Management Teams and a 2024 Best-in-State Wealth Management team by Forbes.
Christopher Borden Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
Congratulations to Chris on this prestigious Forbes recognition.
Stedmark Partners is, according to Forbes (November, 2022), one of “America’s Top 100 Wealth Management Teams.” We are an experienced investment advisory and financial planning practice within Janney Montgomery Scott LLC, a privately held investment management firm headquartered in Philadelphia, Pennsylvania that traces its roots back more than 190 years.Our team’s mission is to deliver financial advice and solutions that enable our clients to make sound financial decisions and navigate the challenges and uncertainties that inevitably accompany long-term investing.Below you will find the full biographies of each of the lead advisors on our team: Mark Eskin, Ed Blumenthal, Chris Borden, and Julie Maxwell. Each of us brings years of professional experience and substantive expertise to Stedmark Partners, and together we work tirelessly to deliver comprehensive, coordinated, and seamless advice to our clients.We are also very fortunate to have such a talented and dedicated team of Client Service Associates, many of whom have more than a decade of experience and are licensed registered representatives in their own right. They handle all day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Life can be unpredictable, and most of the factors that determine long-term investment and financial planning success are quite simply beyond the control of any investor or investment advisor – business and world news, future market returns, inflation, and individual longevity, to name just a few examples.
What We Do
A thoughtful, disciplined and experienced understanding of the financial world is key to our approach, and promotes a level of forward-thinking advice that differentiates us from other financial service providers. This enables our team to deliver customized solutions that are most appropriate for each client’s unique situation.
Our Financial Planning Services
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: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s 2023 Mid-Year Market Update
What’s next for the economy and markets?
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Laddered Bond Investing in a Low Interest Environment
Although the summer doldrums have settled in, the bulk of 2020 has proven to be anything but boring for financial markets.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.