What We Do

The Key to College Savings: Start Small and Use a 529 Plan, Says This Financial Advisor

The Strange Wealth Advisory Group and its members have been consistently recognized . These recognitions are highly regarded, elite achievements that are awarded annually to a select group of advisors nationwide.

Our group is a consistently recognized leader in corporate 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.

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.

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.

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Turning a lifetime of savings into sustainable retirement income can feel complex. You’re balancing predictable income sources–like Social Security–with investment-based income that can fluctuate, all while supporting the lifestyle you envision for 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.