Girard, a Univest Wealth Division

About Girard, a Univest Wealth Division

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.

Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.

Website	http://www.meetgirard.com
Employees	51-200 employees View all Girard, a Univest Wealth Division employees
Industry	Financial Services
Headquarter	Souderton, PA 18964, US
Founded	1996
Keywords	Retirement Planning, Financial Planning, Estate Planning, Investment Management

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Frequently Asked Questions about Girard, a Univest Wealth Division

Who are the decision makers in Girard, a Univest Wealth Division?

The decision makers in Girard, a Univest Wealth Division are Brian Hungarter, Chris Powers, David Geibel, etc. Click to Find Girard, a Univest Wealth Division decision makers emails.

What types of financial planning services does Girard offer?

Girard offers a comprehensive range of financial planning services tailored to meet the unique needs of each client. Our services include retirement planning, investment management, estate planning, and personalized financial strategies. We focus on understanding what you value most to create a plan that aligns with your goals and aspirations.

How does Girard approach retirement planning?

At Girard, we believe retirement planning is not just about accumulating wealth but about ensuring that your retirement years reflect your values and lifestyle. Our approach involves assessing your current financial situation, understanding your retirement goals, and developing a customized plan that includes investment strategies, income planning, and risk management to help you achieve a secure and fulfilling retirement.

What is the importance of estate planning, and how can Girard assist?

Estate planning is crucial for ensuring that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. Girard assists clients in creating comprehensive estate plans that may include wills, trusts, and powers of attorney. We work closely with you to understand your family dynamics and financial situation, ensuring that your estate plan reflects your values and provides peace of mind.

Can Girard help me with investment management, and what is their investment philosophy?

Yes, Girard offers investment management services designed to align with your financial goals and risk tolerance. Our investment philosophy emphasizes a long-term perspective, diversification, and a disciplined approach to asset allocation. We focus on building a portfolio that reflects your values and objectives, while also adapting to market changes and your evolving needs.

What industries does Girard support with its financial services?

Girard serves a diverse range of industries, including healthcare, technology, manufacturing, and non-profit organizations. We understand that each industry has unique financial challenges and opportunities, and we tailor our services to meet the specific needs of our clients within these sectors. Our goal is to provide strategic financial solutions that drive growth and sustainability.

How does Girard ensure a personalized client experience?

At Girard, we prioritize building strong, personal relationships with our clients. We take the time to listen and understand your values, goals, and concerns. Our team of experienced financial professionals works collaboratively with you to develop customized strategies that reflect your individual needs. We believe that the human connection is essential in providing effective financial guidance and support.