*As of March 31, 2025
**As of May 31, 2025
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.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs 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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Roots Dating Back Over 190 Years | Privately Held | 170,000+ Household Relationships | $153B+ in Assets*
Dedicated to Cincinnati Dedicated to You
Regional Highlights:
- Since opening our doors in Cincinnati in 2017, we’ve grown to manage over $1.3 billion in assets on behalf of businesses, individuals, and families**
- Backed by a team of 14 experienced local financial planning and industry professionals
ABOUT JANNEY
We believe that people with exceptional businesses deserve an exceptional client-advisor relationship.
At Janney, your financial advisor is here to help you realize the endless potential of your business and your financial future.
Access service offerings ranging from business retirement planning and tax mitigation strategies to the Janney investment banking team who can help you maximize the exit from your business.
A Relationship Built Around You
Gain access to specialized planning experts who can understand and address the unique financial opportunities and challenges for business owners.
Planning that Evolves with Your Business and Your Life
Confidence You Can Count On
Our 190-year history of financial strength means you – and your business – can count on Janney now and into the future. And as a privately held firm, your advisor’s only focus is on you — not on shareholder demands.
Business owners: Unlock your potential with a consultation.
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Janney Montgomery Scott LLC | Member: FINRA, NYSE, SIPC
SERVING THE CINCINNATI REGION
Business owners: Request a financial consultation today.
Build your business. Build your wealth.
Connect with a Janney Financial Advisor in the Cincinnati region to get financial advice and services tailored specifically for business owners:
- Tax planning to help keep more of what you earn
- Protection strategies to help safeguard what you’ve built
- Cash management solutions to help optimize your business
- Investment banking services to help you maximize your exit from your business