JANNEY INSIGHTS: ESTATE PLANNING

Estate Planning Starts With a Plan You Can Act On

Protect your family, your assets, and your legacy with coordinated estate planning guidance. A Janney Financial Advisor helps you explore considerations for today, and for the legacy you dream of building.

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Estate Planning Starts With a Plan You Can Act On

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Strategies that Help You Plan for More™
Estate planning is more than preparing a set of documents. It is about access, understanding, and continuity of care. Our Financial Advisors take a relationship-driven approach, staying closely aligned with your goals as your life, family, and finances change. We help connect your wealth to your intentions, bringing clarity where there is complexity and confidence where there is uncertainty.
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Protect Your Peace of Mind

Ensure your assets are carried forward according to your wishes, providing stability, security, and reassurance for the people who matter most.

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We offer clear, transparent guidance to help manage estate and transfer taxes, helping to ease the burden on heirs and prevent confusion or oversight later.

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As One Janney, we align investments, retirement assets, and insurance with your broader estate goals, so everything works as a harmonious whole.

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From family transitions to charitable priorities, we help you create a legacy rooted in purpose and built to endure.

Aligned in purpose. Strengthened by experience.

December 31, 2025

$171.1
billion in client assets under advisement.
190+
years, tracing our roots to 1832.
128
offices across 21 states.
900+
financial advisors.

Why work with a Janney Financial Advisor

We provide Financial Advisor-led, personalized guidance that focuses on your full financial picture, not just your portfolio.

Proven Stability

Experience backed by a long-standing firm that values honesty and human access.

Goal-Driven Planning

We plan around your dreams and long-term purpose, not just the current tax year.

Evolving Partnership

A relationship designed to last for decades, providing the transparency and clarity you deserve.

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Start the year with clarity

Whether you are creating a new plan or updating an existing one, a Janney Financial Advisor is ready to help.

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There are no guarantees that any investment or investment strategy will meet its objectives or that an investment can avoid losses. Investment products offered are not insured by the FDIC or any other government agency. They also involve investment risk and past performance is not an indication of future results.

Janney Montgomery Scott LLC nor its Financial Advisors give tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning your individual circumstances.

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