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Velnoskey Wealth Advisors is the evolution of our team’s tireless focus and dedication to holistic wealth management. Our team has over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally.
Our vocation is to meaningfully enhance the financial lives and legacies of our clients with trusted, personalized planning and advice. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
Our collaborative approach centers on a dynamic partnership designed to understand your unique needs and circumstances, creates bespoke strategies to meet even your most complex needs, and provides consistent review of your progress and adjusts as life changes.
Why Choose a CFP® Professional | CFP - Let's Make a Plan (letsmakeaplan.org)
Awards
Our Team
With over 130 years of experience serving affluent individuals, their families, their businesses, and non-profit organizations across the United States and internationally, our team delivers a wealth and depth of knowledge affording our clients unparalleled service and vision.
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Douglas P. Velnoskey, CFP®, CEPA®
Executive Vice President
Bryan L. Carney, CFP®, CRPS®
Vice President
Coleen Kramer Beal, AWMA®, CDFA®, CLTC®
Financial Advisor
Devin P. Velnoskey, CFP®, CEPA®
Financial Advisor
Gary Wright, AWMA®
Senior Registered Client Service Associate
Beth Yaeger
Private Client Associate
Patrick Gilligan
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Community Involvement
Within the communities where we live and work, the Velnoskey Wealth Management Group recognizes and values the importance of community engagement and giving back. We are grateful for the ability and opportunity to be a community partner.
Carroll County Women's Conference
The inaugural Carroll County Women's Conference raised over $20,000 for local scholarships!
Frederick Co. Girls Football
Janney and The Velnoskey Wealth Management Group are pleased to sponsor the inaugural season of the Frederick County Girls Flag Football League.
MREC Roaring 20s Garden Party
The VWM Group Wins Croquet Benefit!
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.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
April 04, 2025
Strategies to Navigate Market Volatility
Given the current market conditions and uncertainty, investors should focus on what they can control. Our team's holistic and comprehensive approach to financial planning provides clients with a strong foundation they need to reach their goals over time, even in the face of market volatility. If you'd like to hear more about our process and how we build those solid foundations for clients, let's connect.
For useful strategies, you can read more here: https://www.janney.com/wealth-management/education/all-education/detail/education/2024/08/08/three-strategies-to-navigate-market-volatility
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.