Girard Partners, Ltd

Description

• Girard Partners, a Univest Wealth Management Firm, is governed by the U.S. Securities and Exchange Commission (SEC). Founded in 1998 by former executives of Girard Bank (now Bank of New York Mellon), Girard Partners has a solid history and respected reputation for providing creative wealth management strategies for entrepreneurs, executives, families, and other successful individuals. Girard Partners was acquired by Univest Bank and Trust Co. in 2014.Whether you are an experienced investor or a first-timer, with Girard Partners you get the advantage of working with a diverse team of experts, each bringing their own depth of experience in: Investment Management Financial & Retirement Planning Estate & Trust Consultation Tax StrategiesOur unique personal attention to our clients is what makes us different. We take the time to get to know you - your goals, values, and visions - and to help you anticipate your financial needs and manage your risk exposure. As our client, you can rely on us to lead you in making the right decisions so you can feel confident about your financial future.As your wealth manager, we work for you. We do not sell proprietary products or underwrite securities. We charge a fee based on a percentage of the assets we manage. With this level of objectivity - and by not holding your assets - we can ensure no conflicts of interest and provide you with more personalized and diversified solution
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  Headquarters:555 Croton Road Suite 210, King Of Prussia, Pennsylvania, United States

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  Phone Number: +1 610-337-7640

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  Website: https://www.girardpartners.com

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  Employees:18

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  Revenue:$10 - 50M

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  Legal Name:Girard Partners, Ltd

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• |  NAICS Code: 523930  |

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