Need answers? Contact a senior financial advisor at 215.703.5247 or email wealthmanagement@univest.net.

Our wealth management services

and solutions are delivered by our registered investment advisory firm, Girard Partners. With more than $650 million in assets under management, Girard Partners serves as a boutique firm within the Univest Wealth Management Division and offers in-depth expertise, robust technology, and enhanced investment management capabilities with numerous investment strategies designed to meet your goals and objectives. All of this delivered at the local level with an unwavering commitment to delivering quality service.

 

Partnering

We believe in a partnership with our clients and want to partner with you to build a relationship defined by your specific objectives, preferences, and desired level of involvement, all based on your terms.

 
Advice

We consider our best client to be an informed client. You will find our investment and planning analysis is understandable, relevant, and actionable. We frequently provide access to commentary and insights from our team of experts that have accumulated more than 300 years of experience.

 
Transparency

We are open and honest about all aspects of our relationship, and are not compensated based upon the investments we recommend. We are aligned with your interests as faithful partners of your wealth.

 
Talent

We speak about investing and planning for the long-term with our clients, but that starts with a long-term commitment to our team. We consider integrity, intelligence, and energy to be the essential ingredients for the culture of our firm.

 

Value

We collaborate and discuss our investment research weekly and have developed service teams to uncover access and value to our clients. We continually strive to maintain the loyalty, intimacy, and personalization that our clients deserve.

 

 

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Investment advisory services offered through Girard Partners, Ltd., a licensed subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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