Douglas P. Velnoskey, CFP®; Bryan L. Carney, CFP®, CRPS®; Coleen Kramer Beal, AWMA®, CLTC; Amanda Jones Derby
the velnoskey wealth management group of janney montgomery scott llc
15 E. Main Street, Suite 218 | Westminster, MD 21157
443-201-2088 | www.velnoskeywmg-janney.com
Since 1987, the Velnoskey Wealth Management Group has been helping clients and their families navigate through challenging times and difficult markets in order to reach their financial goals with prudent, disciplined planning and personalized investment strategies. Our purpose is to provide “Security For Your Life and Legacy Through Personal Financial Advice”.
Forbes Best-In-State Wealth
Advisor in 2019 and 2020
How do you chose a financial advisor?
When it comes to selecting a financial advisor, experience and expertise should be guiding factors. A financial advisor should be holistic and help to develop, implement and monitor a financial plan, which includes estate planning and tax considerations. They should be committed to act in your best interest as a fiduciary and willing to coordinate with your attorney, CPA and other professional advisors. If a person has these important qualifications, then ask yourself if you are comfortable with them. Can you easily relate your financial situation, your concerns, your goals, and your dreams? Are they trustworthy and invested in what matters to you?
Equally important to finding a good advisor is finding one with a respected firm and supportive team. We believe the best financial advisor is a qualified, established team of men and women of different ages. When you are looking at experience and expertise, teams tend to offer a lot more of both. Teams that have been established for several years or more tell you the dynamics of their relationship as a team is working. Great teams will do their best to always have a team member available and will coordinate with each other well so every member of the team knows you. Great teams will be prepared to help future generations of your family without interruption by having a good succession plan of advisors you already know and trust.
Janney Montgomery Scott LLC I Member: FINRA, SIPC, NYSE