Our Practice

Stedmark Partners is an experienced team of financial professionals at Janney Montgomery Scott LLC, a New York Stock Exchange Member firm headquartered in Philadelphia, Pennsylvania.
Our clients, who typically are referred to us by other professional advisors or clients, include individuals and families, business enterprises, medical practices and not-for-profit organizations. With approximately seven hundred million dollars of client assets entrusted to our care, we provide guidance on a wide array of financial and investment matters, including customized portfolio management, retirement planning, education funding, inter-generational wealth transfer strategies and life insurance planning.

From our team’s offices in Janney’s Philadelphia, Pennsylvania headquarters, we have access to the resources of the Firm’s specialists who possess significant experience in complex investment and financial planning tools and techniques. We offer expertise in portfolio management, asset allocation and diversification, insurance, estate and business succession planning, qualified and non-qualified retirement plan implementation and strategies for wealth transfer and philanthropic giving. Our team can also call upon the insight of Janney’s research analysts and fixed income specialists to support our investment strategies.

Our Philosophy

At Stedmark Partners, we adhere to an investment philosophy that emphasizes strategic long-term planning and discourages both short-term and speculative trading. That philosophy, which has remained consistent throughout our team’s history, is evidenced by our focus on asset allocation, diversification and utilization of investments that are appropriate for achieving our clients’ future financial success.

Sophisticated clients expect seamless advice from their professional advisors. At Stedmark Partners, we speak with a single voice regarding investment strategy, as we constantly—and consistently—communicate with each other and our clients’ legal and tax advisors regarding client matters.

Just as clients look to us for periodic updates on their progress, we ask clients to regularly communicate with our team as their financial circumstances evolve. For example, we want to know when life events occur, when additional capital may be available for investing, and when cash flow will be needed to finance important goals. Two-way communication also allows us to promptly address any questions or concerns that may arise, so that we can continue to deliver the best advice and service possible.