
The Banks Group
Our Team
At The Banks Group, we strive to manage our practice as an investment management and financial planning "boutique". Our Team personally develops and provides clients with personalized investment management, financial guidance and retirement planning advice. Janney Montgomery Scott’s history of strength and stability complement our client–centric approach with state of the art capabilities. Building strong relationships is essential to our goal of offering each client the best and most appropriate investment advice. David personally designs the financial and retirement plans, which are the cornerstone for portfolio construction, investment management, and periodic portfolio reviews. Working together with our clients to understand objectives, risk tolerance and goals lead to a process that drives the investment strategy, asset allocation, and plan design.Our clients and their families entrust to our care assets of over $400,000,000 dollars and utilize the group’s knowledge on a wide array of financial and investment matters, including retirement income planning, education funding, estate planning, gifting strategies, and insured solutions. Having extensive experience in and knowledge of the bond markets, our team also assists various non-profit organizations invest an additional $ 250,000,000 in U.S. Treasury, Agency, and Municipal Bonds. Professional advisors and existing clients are the group’s primary source of referrals, which include individuals, families, foundations, endowments, corporations, medical societies and 501(c) (3) organizations. The Banks Group welcomes the opportunity to foster a team approach and often consults with our clients' legal and tax advisors when appropriate. Providing superior service and helping clients achieve long-term success is paramount to our mission.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.

Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.

College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

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.

Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.

March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.

Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information