Awards
2026 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2026 Best in State Wealth Advisor.
2026 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2026 Forbes Best In State Wealth Management Team
2025 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2025 Best in State Wealth Advisor.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Kevin T. Myers, CFP®
First Vice President/Wealth Management, Financial Advisor
Avery Rodts, CEPA®
Vice President / Investments, Financial Advisor
Steven W. Edwards
Account Executive
Tricia M. Fleury
Account Executive
Cindy Hions-Dayoub
Account Executive
Amanda Medrow Myers
Financial Planning / Client Associate
Betty Ralph
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.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
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.
Two for Twenty Podcast
Episode 20 - From Pre-Approval to Closing: Navigating Today's Real Estate Market
Listen in to this quarter's 2 for 20 podcast with Scott Phelan, Lindsay Dendy, Laura Hughen, and Mark Pago as they discuss today's real estate & mortgage landscape.
Episode 19 -The Big Beautiful Bill
Listen in to this quarter's podcast with Scott Phelan and CPA Justin Bailey as they discuss the Big Beautiful Bill.
Episode 18 - Money by the Decade
Listen in to this quarter's podcast with Scott Phelan and Kevin Myers as they discuss your money and investments by the decade.
Monday Morning Outlook
Is Productivity Growth Picking Up? - June 15, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Are Rate Hikes on the Way? - June 8, 2026
Read this week's Monday Morning Outlook provided by First Trust.
More Slow Home Price Growth Ahead - June 1, 2026
Read this week's Monday Morning Outlook provided by First Trust.
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.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.