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Stedmark Partners
Awards
Forbes 2024 Best-In-State Wealth Advisors
For the sixth consecutive year, Mark and Ed have been recognized by Forbes as Best in State Wealth Advisors.
Barron's 2024 Top 1,200 Financial Advisors State By State
Ed Blumenthal & Mark Eskin have been recognized by Barron's as 2024 Top 1,200 Financial Advisors.
Financial Planning's 2024: Top 40 Brokers Under 40
Chris Borden has been recognized as one of Financial Planning's 2024 Top 40 Brokers Under 40.
Our Team
Stedmark Partners is, according to Forbes (2022-2024), one of “America’s Top 100 Wealth Management Teams.” We are an experienced investment advisory and financial planning practice within Janney Montgomery Scott LLC, a privately held investment management firm headquartered in Philadelphia, Pennsylvania that traces its roots back more than 190 years.Our team’s mission is to deliver financial advice and solutions that enable our clients to make sound financial decisions and navigate the challenges and uncertainties that inevitably accompany long-term investing.Below you will find the full biographies of each of the lead advisors on our team: Mark Eskin, Ed Blumenthal, Chris Borden, and Julie Maxwell. Each of us brings years of professional experience and substantive expertise to Stedmark Partners, and together we work tirelessly to deliver comprehensive, coordinated, and seamless advice to our clients.We are also very fortunate to have such a talented and dedicated team of Client Service Associates, many of whom have more than a decade of experience and are licensed registered representatives in their own right. They handle all day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our Philosophy
Life can be unpredictable, and most of the factors that determine long-term investment and financial planning success are quite simply beyond the control of any investor or investment advisor – business and world news, future market returns, inflation, and individual longevity, to name just a few examples.
What We Do
A thoughtful, disciplined and experienced understanding of the financial world is key to our approach, and promotes a level of forward-thinking advice that differentiates us from other financial service providers. This enables our team to deliver customized solutions that are most appropriate for each client’s unique situation.
Financial Planning
Our Financial Planning Services
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Laddered Bond Investing in a Low Interest Environment
Although the summer doldrums have settled in, the bulk of 2020 has proven to be anything but boring for financial markets.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Office Information
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