Who We Are

Our Team
The Towson Partners Wealth Management team's mission is to help our clients and their families achieve financial peace of mind. We are committed to providing excellent service to each of our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. ... Read more. Read less.
Awards
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Forbes Best-In-State Team 2026
Towson Partners Wealth Management has been named to the Forbes 2026 Best-in-State Wealth Management Teams list. “We are proud to celebrate Towson Partners on being named to America’s Top Wealth Management Teams by Forbes for four consecutive years. This achievement demonstrates their dedication to helping clients reach their goals and the high standards they bring to their practice every day,” said Kevin Reed, President of Janney’s Private Client Group.Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Data provided by SHOOK® Research, LLC. Data as of 3/31/25.
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Forbes Best-In-State Team 2025
Towson Partners Wealth Management Named to Forbes Best in State Wealth Management Teams List
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Forbes Best-In-State Team 2024
Towson Partners Wealth Management Named to Forbes Best in State Wealth Management Teams List
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About Janney
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
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