Awards
Ken Feiertag has been named to the 2022 Forbes list of Best-In-State Wealth Advisors for the second consecutive year. Ken shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.“Congratulations to Ken for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Ken represents the best of our industry,” said Jerry Lombard, President, Private Client Group.Ken, Executive Vice President/Investments, Financial Advisor and founding member of the Feiertag Financial Group of Janney Montgomery Scott LLC, is a member of Janney’s CEO Roundtable Club Level Financial Advisors and also on the Janney Financial Advisor Council, which honor the Firm’s most successful Financial Advisors. He attended the Delivering Solutions for Small Business Owners certification program through Janney University in conjunction with the Wharton School of Business. Ken received his bachelor of science in Business Administration with a minor in Economics from S.U.N.Y College at Fredonia, Fredonia, NY.Ken is a founding member of the Inner President Circle for the Treasure Coast Hospice, member of the Martin County Chamber of Commerce in Stuart, FL and supports the Council on Aging, the Briana Lawson Foundation, Casey’s Hope Foundation, Meals on Wheels, the Women’s Club of Stuart, Martin County Schools athletic programs, the Hanley Foundation, Heavenly Smiles Foundation, Friends In Pink, and Volunteers in Medicine.Developed by SHOOK Research, the Forbes Best-In-State Wealth Advisors rankings are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Clients
Clients can engage with us in a brokerage or advisory capacity. Depending on what type of relationship we establish with our clients, we can recommend a customized client centric strategy that focuses on where you are today and where you want to be in the future.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Florida Community Property Trust Act
As of July 1, 2021, the newly enacted Community Property Trust Act allows residents and nonresidents alike to establish a Florida community property trust. The tax law provides that residents of community property states receive a full basis step-up on their community property upon the death of the first member of a married couple to die.
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Forbes Recognizes Kenneth Feiertag as a Best-In-State Wealth Advisor
Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that Kenneth Feiertag, Executive Vice President/Investments, Financial Advisor has been named to the Forbes 2020 Best-In-State Wealth Advisors list.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.