Awards
2025 Forbes Best-in-State Wealth Management Team
For the third consecutive year, the Honan Group has been recognized by Forbes as a Best-in-State Wealth Management Team.
2024 Forbes Best-In-State Wealth Management Team
The Honan Group was named to 2024 Forbes Best-In-State Wealth Management Team
2023 Forbes Best-In-State Wealth Management Team
The Honan Group was named to 2023 Forbes Best-In-State Wealth Management Team
Our Team
The Honan Group of Janney Montgomery Scott works hard every day to uphold Janney's mission by putting our clients first. Our clients remain at the forefront of our decision making process at all times, and the achievement of our client's goals becomes our definition of success.
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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.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
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.
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.
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.
Morrison Center Shot in the Dark Golf Tournament
Nighttime golfers chip in at Morrison Center fundraiser
Girls on the Run
Nellie is a volunteer coach with the Girls on the Run team at Falmouth Elementary School.
2019 Day at the Ballpark
Perfect weather and a great baseball game accompanied our 15th Annual Client Appreciation night at the Portland Sea Dogs.
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: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 28, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
March 25, 2025
The Honan Group had a blast hosting our first Client Appreciation Event at JetBlue Park, watching the Boston Red Sox stage an epic 9th-inning comeback to secure the win on March 12th! Coupled with beautiful Fort Myers weather, it was a night filled with excitement, great company, and appreciation for our amazing clients.
This event—soon to be an annual tradition—gave us the perfect chance to connect with our growing Southwest Florida client base. Here is to building on these relationships and helping our clients achieve their financial goals, no matter where they are.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information
Office hours:
US Equity Market Hours: M-F 9:30am-4pmEST
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.