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Awards

2025 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2025 Forbes Best in State Wealth Management Team.

2024 Forbes Best in State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2024 Best in State Wealth Advisor.

2024 Forbes Best in State Wealth Management Team
WPMR has been recognized as a 2024 Forbes Best in State Wealth Management Team.
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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Chris Willett
Executive Vice President / Investments, Financial Advisor

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Avery Rodts
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
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.

Financial Planning
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 analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Two for Twenty Podcast

Episode 16 - Venture Capital
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and Mike Dowdle as they discuss Venture Capital.

Episode 15 – Update with Chris Marinac
Listen in to this quarter's podcast with Scott Phelan, Kevin Myers, and Chris Marinac, Director of Research at Janney as they discuss the current markets.

Episode 14 – Market Update with Mark Luschini
Listen in to this quarter's podcast with Scott Phelan and Mark Luschini, Janney Chief Investment Strategist as they discuss the markets.
Monday Morning Outlook

Symptoms or Causes - March 24, 2025
Read this week's Monday Morning Outlook provided by First Trust.

A Recession Wouldn't Help the Budget - March 17, 2025
Read this week's Monday Morning Outlook provided by First Trust.

It's Not All About Tariff's - March 10, 2025
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.
April 01, 2025

Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

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?”

How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information