Our Values
We focus on what you value, not on what you’re worth
In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it’s a promise to deliver service that’s true to our character.
Relatable
We’re financial advisors, but we’re people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most.
Trustworthy
As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest.
Transparent
We’re sincere, honest, and unambiguous. Period.
Modern
Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today.
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 achieve their financial dreams for generations.
