Personalized Investment Solutions Driven By Experts

Over 100 years of investment experience. Dedicated to serving you.

We Strive to Provide a Professional & Honest Approach to Investing

Girard Private is a Registered Investment Advisor (RIA) that was created to provide high quality, cost efficient portfolio management strategies to achieve optimal returns at every level of risk.

Ease and Convenience

According to your goals, a dedicated Girard Private account specialist will rebalance your portfolio to keep you on track with an easy-to-undersatnd fee structure.

Strategic Portfolios

Our dedicated team will recommend portfolios that are best for your risk tolerance, time frame, and long-term goals.

Regular Updates

Knowledge is power. We will ensure you are kept up-to-date on your portfolio performance. We will also contact you to keep you informed of market activity and performance.

Expert Support

A team of over 100 years of combined experience and dedicated support specialists are available to help with your investing needs or concerns.

A Better Path Forward Starts With a Simple Conversation.

Our Services

You can achieve greater long-term wealth through index funds.Because of their low costs, index funds consistently outperform the majority of their actively managed competitors. The investments included in a given index are generally published openly, thereby making it easy for an index fund to track its respective index.

Asset Management

Our goal is to provide clients with superior risk-adjusted performance, innovative solutions, and high quality client service through individualized attention and customized approaches.

Tax Planning

Every financial transaction has the potential to affect your tax strategy. Different types of taxation, from federal to state and local, can make planning and filing a serious challenge. Our goal is to reduce the overall tax burden.

Legacy Planning

We focus on the values and legacy you wish to leave behind. With a customized plan, you can minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on.

Smarter Investing Starts Here

Flexible consultation times available.

Or call — (610)-230-2930

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Expertise. Efficiency. Client Advocacy.

OUR TEAM STRIVES TO BUILD PERSONALIZED INVESTMENT STRATEGIES TAILORED TO YOUR SPECIFIC NEEDS.

(610)-230-2930

info@girardprivate.com

Offices in Florida and Pennsylvania