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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 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 purchased Girard, and its $500 million in assets under management, in December 2013.

By 2014, it had become clear that together, Girard and Univest Financial 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 full-service wealth advisory firm backed by the strength and stability of Univest Financial. As a registered investment advisor (RIA), we provide independent advice and solutions to help meet our clients’ investing and planning goals.

Our name and brand have evolved over the years, but our core values stand the test of time again and again. We’ve been in business for nearly 25 years because we have always done right by our clients.

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