Awards
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.
2025 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2025 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.
... Read more.
Read less.
Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Kevin T. Myers, CFP®
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 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.
Episode 17 - Understanding Insurance
Listen in to this quarter's podcast with Scott Phelan and Todd Shambo with State Farm as they discuss insurance.
Monday Morning Outlook
A Tale of Two Migrations - February 9, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Will Kevin Warsh Fix the Fed? - February 2, 2026
Read this week's Monday Morning Outlook provided by First Trust.
No Rate Cut Wednesday - January 26, 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.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.