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Our Story

Where we come from

Girard Partners, Ltd. was formed in 1995, but the inspiration for our name dates back to the early 1800s and Stephen Girard, founder of Girard Bank and prominent Philadelphia merchant, banker, philanthropist, humanitarian, and patriot.

The Girard name is familiar to people throughout the Philadelphia region and still adorns many area landmarks, including the marble rotunda of the building that once housed Girard Bank — a cornerstone of Center City to this day.

After experiencing significant growth in the decade and a half after its founding, the success of Girard Partners, Ltd. drew the attention of Univest Financial Corporation and its wholly-owned subsidiary, Univest Bank and Trust Co., one of the most respected financial institutions in the Philadelphia region. Univest Financial Corporation purchased Girard Partners,Ltd., and its $500 million in assets under management, in December 2013.

By 2014, it had become clear that together, Girard Partners, Ltd. and Univest Financial Corporation were in a unique position to offer comprehensive financial solutions in one place for its clients — something not many companies can claim.
The Girard of today is a comprehensive wealth advisory practice backed by the strength and stability of Univest Financial Corporation. Girard is made up of multiple affiliated entities including two investment advisor firms, a broker/dealer and the Trust Department of Univest Bank and Trust Co., and has the ability to provide an array of financial services to help meet our clients' financial needs.

The Girard name and brand may have evolved over the years, but our core values remain the same and we will continue to strive to do right by our clients.

This is Girard: driven by a higher sense of purpose. Dedicated to providing wealth solutions for your life.