planning for all the stages of your life

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investment icon Investment Management

Our value is more than just performing research and monitoring portfolio returns. Investing requires discipline during both rewarding and challenging markets. Our team will design a portfolio based on your tolerance for risk and investing goals.

financial planning icon Financial Planning

Our planning process starts with determining your needs, wants, and goals now and in the future. This approach combines our vast knowledge with innovative technology to develop a comprehensive, highly customized financial blueprint to help you achieve your financial plan.

retirement planning iconRetirement Planning

We will help you every step of the way, from planning to budgeting, organizing to saving, deciding when to retire to assisting you in the transition to retirement living. Set the stage for your retirement today.

legacy icon Legacy Planning

The more wealth one accumulates, the more complicated life can become. We are committed to helping create your legacy and leveraging your wealth in positive ways, now and for future generations.

wealth icon Wealth Protection

Choosing a trustee to properly manage and transition your finances could be one of life's most important decisions. We never lose sight of the fact that estate and planning services are not just about the products, numbers and calculations, but about you, your values and your goals.

Securities and insurance products are offered through Univest Investments, Inc., member FINRA/SIPC and a licensed insurance agency. Investment advisory services are offered through Girard Partners, a Univest Wealth Management Firm. Trust services are offered through Univest Bank and Trust Co. These affiliated companies are licensed subsidiaries of Univest Corporation of Pennsylvania. Products and services offered are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of any principal amount invested.


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