Financial Planning at Janney

Janney’s financial planning process provides you with the tools to create a financial plan and track the progress toward a client’s financial goals.

Using our easy-to-understand visual summary you can show your clients their retirement picture and how their assets may be used throughout their retirement years.


We do not have a proprietary focus. We maintain an open architecture for product and solution access—no product haircuts, and no competition between different areas of the firm.
Kevin J. Reed, President, Private Client Group

Wealth Management

Advisory Solutions

  • Separate & Unified Managed Accounts
    • More than 100 investment managers available in 170 separate mandates
  • Wealth Management Research—Advisory
  • Mutual Funds, ETFs, and Unit Investment
  • Trusts (UITs)
    • More than 250 fund families, offering both mutual funds and ETFs
    • All major UIT providers, including Advisors Asset Management, First Trust, Guggenheim, Invesco, and SmartTrust

Insured Solutions

  • Open architecture access to more than 25 life insurance and annuity carriers
  • Offerings include annuities, life, disability, and long-term care policies

Cash Management

  • Insured Sweep Program with FDIC insurance, even when aggregate assets exceed $1 million
  • Taxable and tax-free money market funds
  • Convenience services including:
    • Check writing
    • Debit cards
    • Online bill pay

Janney’s Capital Markets Group

  • Investment Banking
    • Capital Markets
    • Mergers & Acquisitions
    • Private Placements
    • Financial Advisory & Restructuring
  • Equity Sales & Trading
  • Equity Research
  • Fixed Income
    • Taxable and Municipal Sales
    • Taxable and Municipal Trading and Underwriting
    • CDs and Structured Products
    • Institutional Mortgage and Securitized Trading
    • Credit Trading
    • Public Finance
    • Higher Education and Not-for-Profit Advisory

Financial Planning

At Janney, we believe every client journey begins with a plan. Each family’s needs are different. But every family needs a strategy to help bring their dreams to fruition. Our financial planning process helps client’s understand their goals and priorities so you can develop a customized plan to help them achieve their desired financial outcome.

  • Social Security Optimizers
  • Education and Insurance Planning
  • Estate and Wealth Transfer Planning
  • Net Worth and Budgeting Analysis

Additional Services

  • Trust Services
  • Retirement Plan Services
  • Lending
  • Portfolio-Based Lending
  • Margin
  • Fully Paid Lending
  • Managed Solutions Group
88% of Janney Financial Advisors had favorable rating of Janney’s Overall Financial Planning capabilities. *
*2021 Aon Client Insights survey

Contact Us

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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