Services

A Palette of Infinite Financial Choices

Girard Partners is an independent firm founded on a strong belief that with a sound strategy, proper diversification, and a long-term perspective, our clients are more likely to reach their financial goals.

Our comprehensive approach entails assessing your total financial picture and employing a disciplined process that will allow you to view your financial situation through a single lens and help you move confidently toward your goals.

The decisions and direction for your wealth plan are always managed with your best interests in mind, as we adhere to a strict fiduciary standard and offer no proprietary products. Our boutique size allows us to get to know you more intimately and carefully guide you through changes in the market and your life.

Flexible Services for Every Stage of Your Life


High-Touch Proactive Service

We place great importance on communicating regularly with our clients and proactively monitoring the financial environment as it applies to your goals. We listen to your feedback and suggest refinements as needed.

To provide you with a complete picture of your wealth plan, we offer a customized online portal in addition to monthly or quarterly reports. And through TD Ameritrade, our trusted third-party custodian, you’ll have the convenience of 24/7 online access to your portfolio along with the comfort of knowing your assets are protected.

Success Stories