Awards
2024 Forbes Best-In-State Next-Gen Wealth Advisor
Ryan was recognized as a Forbes Best-In-State Next-Gen Wealth Advisor in 2024
2024 Forbes Best-In-State Wealth Management Team
For the second straight year, our team was named to the 2024 Forbes list of Best-In-State Wealth Management Teams
2023 Forbes Best-In-State Wealth Management Team
Our team was named to Forbes' first-ever Best-In-State Wealth Management Teams list
Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
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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.
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.
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.
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 eight 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
Q4 2024 Quarterly Update
We recap the latest move by the Federal Reserve, the market reaction and what's in store for the end of 2024.
Sequence of Return Risk
A quick discussion detailing a hidden risk for retirements as they transition from saving to spending.
FAFSA Delayed Again
For the second straight year, the Free Application for Federal Student Aid (FAFSA) has been delayed.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 20, 2024
Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.