Individuals & Families

Client Needs & Life Events

Owning a Business

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Being a business owner often adds complexity to your personal and business finances. Our Financial Advisors have the experience to support the complex needs of today’s business owners.
Many Janney clients are both personal investors and business owners. We understand the challenges today's business owners face. During our long history, we’ve helped countless business owners create and manage wealth. Your Financial Advisor can provide access to the following solutions:

Business Succession Planning - The biggest risk and the biggest asset owned by a business owner is often their business. Your Janney Financial Advisor and our experienced Financial Planning staff will work with you to identify your primary goals, alternative transfer strategies and actions best-fit to safeguard the survival and growth of your business in the event of your or your partner's disability or retirement.

Raising Business Capital - Janney Capital Markets provides a wide array of services to companies, non-profit organizations and government and municipal agencies. Our Investment Banking experts can help you raise additional capital to improve or expand your business or consult with you on merger and aquisition related transactions. Learn more about Janney Capital Markets

Retirement Plans - Whether you’re a sole proprietor or an owner of a mid-sized company, your Financial Advisor can help you get the most out of your workplace retirement plan. For a business, a retirement plan serves two purposes, to provide for your own retirement and to reward and retain quality employees. Along with your Janney Financial Advisor, our Retirement Plans Consulting Group can help analyze your needs, provide recommendations on plan design and conduct vendor searches. This will help you reduce costs, maximize benefits and improve plan services.

In addition, your Financial Advisor can provide investment guidance to help you administer your plan’s investment choices. Support may include helping you establish an investment policy statement, providing quarterly or annual reporting to your board, or providing much needed education to your plan participants and key employees.

For smaller businesses, your Financial Advisor can offer turnkey retirement plans such as SEP or SIMPLE IRA, Solo and Small Business 401(k) and Defined Benefit plans to help you maximize your retirement saving. 

Contact a Financial Advisor to get started.