Girard, a Univest Wealth Division

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Girard, a Univest Wealth Division

Girard, a Univest Wealth Division, is a full-service wealth advisory firm backed by the strength and

07/21/2026

Financial planning isn’t just about how much you save; it’s about how everything fits together. From tax strategy to spending habits and estate documents, the right questions can make all the difference. 🎯

🔍Explore what your advisor should be asking: https://www.meetgirard.com/blog/is-your-financial-advisor-asking-the-right-questions-MCNI3K6O2EVVDQDAJHUAOJ5E5KMM?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

07/20/2026

Planning for a loved one with special needs means preparing not just for today, but for the future. Join Lisa Ashcroft, Wealth Trust Advisor, and Dave Geibel, President of Wealth Management for Girard, a Univest Financial Wealth Division, as they discuss key financial, legal and personal considerations for families and caregivers on 830 WEEU's Feedback with Toni Reece.

Learn about Special Needs Trusts, ABLE Accounts, trustee services, financial planning, and long-term care strategies that can help protect your loved one’s future. 📻 Tune in here: https://www.830weeu.com/

Disclosure: https://www.meetgirard.com/media-disclosure

07/13/2026

Employees choosing a Roth 401(k) should be prepared for potential tax surprises tied to employer matching contributions. Kelly Regan, Vice President and Financial Planner at Girard, a Univest Financial Wealth Division, shares why in a recent article with Financial Advisor Magazine. Read more: https://www.fa-mag.com/news/the-hidden-tax-in-roth-401-k-s-87691.html

Media Disclosure: https://www.meetgirard.com/media-disclosure

07/10/2026

Kelly Regan, Vice President and Financial Planner at Girard, a Univest Financial Univest Wealth Division, spoke with Kiplinger about how lifestyle choices, social connections and overall health can shape longevity, and why those factors matter when planning for retirement: https://www.kiplinger.com/retirement/retirement-planning/the-longevity-blueprint-everyday-signs-youre-tracked-for-a-longer-life
Media disclosure: https://www.meetgirard.com/media-disclosure

07/07/2026

As you age, what do you need to consider about your home? 🏠 Will you age in place, downsize, gift to children? The options can feel overwhelming. Watch this video to discover which approach might be right for you.

With the guidance of experienced advisors, you can create a roadmap that aligns with your financial goals and family needs. Connect with an advisor today: https://appointments.meetgirard.com/s/

07/03/2026

Happy Independence Day weekend! In observance, all Girard offices will be closed today, July 3, and will resume regular business hours Monday, July 6. Have a safe and festive holiday! 🎇

07/02/2026

Even the most carefully designed estate plans can become difficult to execute without clear guidance for real-world situations such as managing real estate, verifying trust provisions and planning for incapacity.
Our latest article shares practical considerations to help ensure your plan works as intended: https://www.meetgirard.com/blog/beyond-the-documents-ensuring-your-estate-plan-works-in-practice-MCRMW5HJT6OBFZ7ONYAPUYMCHQ5E?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

06/11/2026

With summer underway, families are planning their trips to the shore, from day trips to week-long getaways. For many, expenses can add up quickly amid higher costs for travel, lodging and dining. 🏖️

Chris Briscoe, Vice President and Director of Financial Planning at Girard, a Univest Financial Wealth Division, joined PHL17 to discuss what’s driving vacation inflation and share practical ways families can keep expenses manageable while still making the most of their summer plans. Watch the full clip here: https://phl17.com/phl17-news/phl17-segments-shows/sun-sand-and-savings-how-to-spend-less-at-the-shore-this-summer/

Media disclosure: https://www.meetgirard.com/media-disclosure

06/10/2026

Many investors already have crypto exposure; they just don't know it. Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, explains that many well-known companies across financial services and trading have meaningful ties to the cryptocurrency market. That means a diversified portfolio may already be working for you in the digital asset space. As crypto ETFs and funds continue to expand, understanding how you're exposed is just as important as deciding if you want to be. Read the full* The Wall Street Journal article: https://www.wsj.com/finance/currencies/crypto-exposure-etfs-funds-a23ca52c

*A subscription may be required to view the article.
Media disclosure: https://www.meetgirard.com/media-disclosure

06/08/2026

Reminder: Don’t miss this our free online webinar Wednesday, June 10, 2026, at 10:00 a.m. EST: Protecting Your Wealth When You, Your Spouse or a Loved One Has Dementia. We'll walk you through the steps families often wish they'd taken sooner, from legal safeguards and asset protection, to spotting the warning signs of financial exploitation.

No matter where you are in the process, planning ahead or already navigating a diagnosis, this session was built for you. Register here: d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/d03be1b8-0266-4074-9aef-3bea8c9582ed@b4b42b22-97c3-48ef-884d-2f237faa6a66

Address

555 Croton Road
King Of Prussia, PA
19406

Telephone

+16102282805

Website

http://www.meetgirard.com/

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