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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.
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.
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.
Plan for More™ in Retirement
Don’t stress about retirement – look forward to it! Together we can develop a retirement plan to help ensure you meet your needs and goals, living out the lifestyle you envision.
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
Q2 2026 Quarterly Update
Q1 2026 had everything—rallies, reversals, and a few surprises.
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!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
Office Information