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 partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 20, 2026
When we joined @Janney last November, we were the first advisers the firm had placed in North Texas.
No office yet. No Texas infrastructure. Just a team that believed this market deserved the kind of long-term, relationship-first commitment a firm willing to make a 10-year bet would bring.
This week, that bet went public.
Janney is opening a Preston Center office this summer, with plans to manage north of $1 billion in North Texas within the next two to three years.
None of that surprises me.
Dallas grew its millionaire population 85% over the last decade. Goldman Sachs is building here. UBS is opening a wealth advisory hub here. Morgan Stanley is expanding here.
DFW isn't becoming a financial center. It already is one.
The families building wealth here aren't waiting for institutions to notice North Texas. They have been navigating complex financial decisions for years. What they need is an adviser committed to this market for the long term.
That's why we made the move.
Read the full story here:
https://www.bizjournals.com/dallas/news/2026/05/06/janney-preston-center-first-north-texas-office.html
#Janney #NorthTexas #Dallas #WealthManagement #FinancialAdvice #WestHavenPrivateWealth #DFW
For important information about Janney and your best interests, see www.janney.com/crs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Office hours:
8a -4p CST
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.