Founded in 1996, Girard Wealth Management has grown to be a prominent wealth advisory firm focused on delivering personalized financial guidance. In 2018, Girard became a division of Univest Bank and Trust Co., a subsidiary of Univest Financial Corporation (NASDAQ: UVSP), which expanded its resources and service capabilities. The firm's mission is to act as a trusted advisor, helping clients navigate their financial lives by offering a suite of services including financial planning, investment management, trust and estate services, and retirement plan solutions.

Founded in

Canada