Doylestown, PA Office

Mark Maggioncalda is a financial advisor at Girard Advisory Services, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wilmington Trust and Dreyfus Service Corporation. Girard Advisory Services, LLC is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes asset allocation and diversification through a proprietary research process and offers both discretionary and non-discretionary management alongside financial planning and retirement consulting services.

Joseph Benner is a CFP® professional with 20 years of experience in the financial services industry. He is affiliated with Girard Advisory Services, LLC and has worked with related firms including Girard Investment Services, LLC and Univest Bank and Trust Co since 2015. Girard Advisory Services, LLC is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth households and plan sponsors, emphasizing asset allocation and diversification through a proprietary research process and an Investment Committee that manages a focused list of large-cap stocks.