D. Trent Lancaster, AWMA®
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.
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 and knowledgeable insights for your employer-sponsored retirement plan.
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.
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 provide a personalized plan designed to meet your needs.
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.
PK OUTREACH - CHRISTMAS GIFTS
Janney Montgomery Scott and PK Outreach Team-Up in 2021 to host a family for Christmas Gifts
PS I Love You Walk to Hope 5K
Janney Montgomery Scott and P.S. I Love You Ministries Team-Up Again in 2021
PS I Love You Donation 2020
Janney Montgomery Scott and P.S. I Love You Ministries Team-Up Again in 2020
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 Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023
5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.