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Individual Investment & Wealth Management

Investments for Individuals


we focus on what you value


No matter what stage of life you're in, it's important to plan for life's pivotal moments. Whether it’s planning for college, starting your first investment account, selling a business, planning to retire, or creating a legacy for your grandchildren, our trusted advisors use a consultative approach to understand your needs and provide customized solutions based on a solid foundation of expertise. When it comes to financial goals and priorities, everyone's situation is different.

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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.

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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 250 years of experience.

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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.

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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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- By Univest Wealth Management Committee
Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.

Learn more about Univest Investments, Inc. background at FINRA's BrokerCheck. 

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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