Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
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 provide a personalized plan designed to meet your needs.
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.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for seven straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for five straight years.
St. Catherine Labouré Parish
Dennis, Ryan and Dan are all active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Q2 2023 Quarterly Update
We recap the first quarter, touch on the big headline of the last few weeks and look at what's coming in the months ahead.
Financial Planning
A brief overview of Financial Planning, the various types of planning and why we feel the process is vitally important.
Q1 2023 Quarterly Update
We discuss the items shaping the markets heading into 2023 and dive a little deeper into what could be on tap this year for bonds.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
April 28, 2023
May 2023 Newsletter
WEEKEND READING: Our latest monthly newsletter is here! As with so many of us, things are getting busy as the weather (slowly) warms up. In this newsletter, we detail our team's/firm's upcoming events, highlight the redesign of Janney Online Access, recap the latest market news and get topical with our "Did You Know?" feature (apologies in advance to baseball fans).
Call, text or email our team with any questions or to sign up for future newsletter!
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Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.