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.

Banking

Insurance

Investment Management

Girard, a Univest Wealth Division

Rich Seidel

Lauren Darkes

Bruce Freeston

Thomas Hellings

Jennifer Strawser

Marc Balcer

Lisa Colon

David Geibel

Timothy Chubb

The Compliance and Operations Team at Girard, a Univest Wealth Division, ensures the company's adherence to regulatory requirements and internal policies. This team is responsible for overseeing and implementing compliance programs, conducting risk assessments, and maintaining operational efficiency. They work to safeguard the firm's integrity and trust with clients by ensuring transparent and ethical practices across all services.

Compliance and Operations Team

Leadership Team

Investment & Portfolio Management

Client Services Team

Compliance and Operations Team

About

Team members

Other teams at Girard, a Univest Wealth Division

Leadership Team

Investment & Portfolio Management

Client Services Team