Wyncote Wealth Management Group | Wyncote, PA | Financial Advisors

No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.

Awards

Forbes 2026 Best-in-State Wealth Management team

Our team is honored to have been named a Forbes 2026 Best-in-State Wealth Management Team. A special thanks to our clients for the trust you have placed in us each and every day.

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.

Andrew S. Vitek

First Vice President / Investments, Financial Advisor

Dolores Jordan

Vice President / Financial Advisor, AWMA™

Paul Karsevar

Vice President / Investments, Financial Advisor

Richard Robinson, AWMA™, CRPC™, ChFC®

Vice President / Investments, Financial Advisor

Tracy Schurter

Sr. Registered Private Client Associate

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

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.

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.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.