Joseph Benner

Joseph Benner, CFP®, currently serves as a Senior Financial Advisor at Girard, a division of Univest Wealth, where he leverages his extensive expertise to deliver comprehensive wealth management solutions tailored to his clients’ unique financial goals. In his role, Joseph specializes in developing personalized investment strategies that encompass retirement planning, wealth preservation, and risk management, ensuring clients are well-positioned for long-term financial stability. His deep understanding of securities, mutual funds, and insurance products allows him to craft integrated financial plans that align with clients’ risk tolerance and life objectives.

At Girard, Joseph is actively involved in key projects that focus on expanding the firm’s advisory services, including the implementation of innovative investment advisory tools and strategies designed to optimize portfolio performance. His expertise in pension funds and retirement planning has been instrumental in guiding clients through complex financial landscapes, especially in today’s dynamic market environment. Joseph’s commitment to client education and transparent communication fosters trust and empowers clients to make informed decisions about their financial futures.

With an M.B.A. from La Salle University, Joseph combines strong academic credentials with practical industry experience, making him a trusted advisor for high-net-worth individuals and families. His proficiency in securities, wealth management, and insurance solutions, coupled with his dedication to staying current on industry trends, positions him as a valuable resource within Girard’s team. Whether advising on investment banking strategies or wealth preservation techniques, Joseph Benner is committed to helping clients achieve financial security and peace of mind through disciplined, strategic planning.