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Awards
4-time Forbes Best-In-State Wealth Management Team
Our team has been named a Forbes Best-In-State Wealth Management Team each year since the award's creation in 2023
2-time Forbes Best-In-State Next-Gen Wealth Advisor
Ryan was recognized as a Forbes Best-In-State Next-Gen Wealth Advisor in 2024 and 2025
Forbes Best-In-State Wealth Advisor
Dennis was named to the 2020 Forbes Best-In-State Wealth Advisors list
Our Team
For 75 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 partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
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 10 straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for seven straight years.
St. Catherine Labouré Parish
Ryan and Dan are active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Q1 2026 Quarterly Update
We recap another great year for the markets and turn the page to 2026 - a milestone year for our team!
Q4 2025 Quarterly Update
We cover some big news for our clients, recap a quarter for the record books, expectations for the Fed, FAFSA, Medicare, a Halloween DYK and so much more!
Q3 2025 Quarterly Update
We recap a big swing for the stock market after April's tariff announcement
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 28, 2026
The McNamara Investment Group is excited to announce that we are now on Instagram!
Not only can you follow us for the latest updates from our team, we feel this will be a great resource for us to stay up-to-date on the daily lives of our clients, friends and family. Search "themcnamarainvestmentgroup" and follow us today - we'll be sure to return the favor.
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