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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 / Wealth Management
Bryan L. Carney, CFP®, CRPS®
Financial Advisor
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.
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 18, 2025
Consider a backdoor Roth if you earn too much to contribute to a Roth IRA
Is your income too high to contribute to a Roth IRA? A Backdoor Roth strategy could be a strategy to allow for tax-free growth and withdrawals in retirement. Learn how it works and whether it’s right for you.
February 12, 2025
Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you in he article below.
February 05, 2025
Two weeks ago, our colleague, Devin Velnoskey, was honored to share our teams' experience coordinating the unique home office resources offered by Janney Montgomery Scott with elite advisors from around the country at our annual firm conference.
We value the opportunity to share with our peers the great support and legacy we can provide to our clients' hand in hand with the best and brightest from our firm's headquarters. If your curious about the unique resources Janney provides to our team and how they might help your financial plans for the future, let's connect.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Optimizing Tax Strategy and Charitable Giving with a Donor-Advised Fund
When developing a charitable giving strategy, there are a number of approaches and solutions to consider, depending on your unique circumstances. Let’s take a look at one option that may be worth considering—a Donor-Advised Fund (DAF).
Document Vault Checklist
Keep your financial, household, and personal documents in one safe place. This free feature is available to all Janney clients who are registered users of Online Access.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
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.