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D. Trent Lancaster, AWMA™
Our Team
Because of the changing needs of my clients, I became affiliated with a firm that supported my client service philosophy and the way I approach my practice. This is the reason I joined Janney. Janney has the balance of a regional presence coupled with a culture based on 'the client comes first.' This culture allows me to give each of my clients the attention they need toward meeting their investment goals. I take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. My depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables me to provide high quality service, while offering advice and executing financial solutions for every stage of life.
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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.
PS I Love You Ministries - Spartanburg, SC
To find out more about PS I Love You Ministries, click here to follow their website
PK OUTREACH - Spartanburg, SC
PK Outreach 140 Halls Bridge Road Inman, SC 29349(864) 592-9386
Spartanburg Academic Movement (SAM) - Movement 2030
To find out more about Spartanburg Academic Movement (SAM) - Movement 2030 click here to follow their website
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
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