Girard is a wealth management firm that has been serving clients since 1996. It operates as a division of Univest Wealth. The firm focuses on providing personalized financial planning, investment management, and retirement plan services. Its mission is to help clients build, protect, and manage their wealth through a client-first, team-based approach. The original entity named "Girard Investor Services, Inc." (CRD# 122580) ceased operations in 2004. The current active entities are "Girard Investment Services, LLC" (a FINRA-registered broker-dealer) and "Girard Advisory Services, LLC" (an SEC-registered investment adviser), which together constitute the modern "Girard" brand.

Founded in

Canada