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The Biggs Group
Awards
2019 Forbes Next Gen Wealth Advisor - Brett Biggs
Our Team
The Biggs Group helps take the burden of financial management off of your plate through superior customer service and planning. We take a comprehensive and customized approach to your finances, by understanding your needs and goals. Our depth of knowledge and experience, combined with our firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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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.
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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.
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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.
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Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 25, 2024
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We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 24, 2024
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KKR to Acquire Janney Montgomery Scott from Penn Mutual
Exciting announcement! Janney will continue to operate as is with the backing and support of KKR, a new and very dynamic strategic partner.
"Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently."
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