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At Girard, we still believe in the value of the human connection. Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today. I invite you to meet Girard and learn how our team can help you meet your financial future with confidence.

As a comprehensive wealth management division backed by the strength and stability of Univest Financial Corporation, a trusted institution since 1876, our mission is to strive to offer unbiased advice that puts the client’s interests first to help achieve their unique financial goals.

For us, it is all about the client experience and there are three things that we focus on to help ensure it is the best:
  • Culture
    • Our client-centric culture and team of friendly and informed professionals come to work every day to deliver results for our clients. We are passionate about getting to know our clients, honest, sincere, smart and truly put the client first.
  • Efficiency
    • We are committed to making investments in technology and the resources needed to better serve our clients. However, as we continue to update our solutions and technology, we will never lose sight of taking a person-to-person approach.
  • Managing Risk
    • An important part of our approach involves trying to manage risk. We create long-term plans aimed at balancing risk and reward to help clients achieve their financial goals.

Each and every investment we make from people to technology is for the benefit of our clients. We like to say, Girard is large enough to support you through a lifetime and small enough to truly care – a winning combination that’s been helping individuals, businesses, and families pursue their financial dreams for generations.

We look forward to building a relationship with you and helping you with your financial goals, whatever they may be!

David Geibel