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Christopher Borden Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List
Congratulations to Chris on this prestigious Forbes recognition.
Christopher Borden Named to Financial Planning's Top 40 Regional Advisors Under 40 List
Congratulations to Chris on this Financial Planning Magazine recognition.
Forbes 2023 Best in State Wealth Management Team
Stedmark Partners has received the Forbes Best in State Wealth Management Team 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 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.
December 01, 2023
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 01, 2023
Make Long-Term Care a Part of Your Financial Plan
It’s Long-Term Care Awareness Month—are you prepared to handle the costs of a long-term care event in your retirement years? This article can help you plan for them.
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.
December Investment Perspectives
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.