A complete list of active advisors currently associated with Girard Advisory Services, LLC

Warmer can help you find a great advisor at Girard Advisory Services, LLC or one who fits your needs even better.

Girard Advisory Services serves individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities, providing wealth management services that include investment management, financial planning, retirement‑plan consulting, and participant advice. The firm manages assets on a discretionary basis for most clients and also offers a mutual‑fund/ETF‑only investment solution and standalone financial planning engagements. The firm’s investment approach emphasizes asset allocation and diversification supported by a proprietary research process and an Investment Committee that maintains an approved list of roughly 100 large‑cap equities; portfolios are constructed from domestic and international equities, fixed income, ETFs, mutual funds and, where suitable, options and hedging strategies. Girard may allocate portions of client assets to unaffiliated independent advisors or sub‑advisors and provides ongoing supervisory monitoring, while also disclosing the risks of options and hedging in its policies. Girard is a wholly owned subsidiary of Univest Bank and Trust Co., and the brochure discloses related‑party affiliations including an affiliated broker‑dealer/insurance agency and recommendations of affiliated banking and insurance services, with conflicts and mitigating disclosures described in the brochure. The firm’s combination of bank/trust ownership, an explicit retirement‑plan consulting practice for plan sponsors and participants, and arrangements for annuity program servicing and securities‑backed lines of credit distinguish its service mix from many peers.

To learn more about the advisors currently working at Girard Advisory Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.