Girard, a Univest Wealth Division

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

Start early, stay organized and finish the year with confidence! đź“ť Take a look at important milestones in your tax-plann...
09/28/2026

Start early, stay organized and finish the year with confidence! đź“ť
Take a look at important milestones in your tax-planning calendar and visit the link for an in-depth checklist to reference throughout the year: https://bit.ly/3VPn5Lg

How is the AI data center boom affecting municipal bonds? Timothy Chubb, Chief Investment Officer at Girard, a Univest F...
09/16/2026

How is the AI data center boom affecting municipal bonds? Timothy Chubb, Chief Investment Officer at Girard, a Univest Financial Wealth Division, recently shared his perspective on the potential impact on borrowing costs and what the trend could mean for neighboring communities and investors with Forbes.
Read more: https://www.forbes.com/sites/brandonkochkodin/2026/09/14/the-strange-way-data-centers-are-showing-up-in-the-muni-bond-market/
Media disclosure: https://www.meetgirard.com/media-disclosure

Amid earnings, the AI boom and the war in the Middle East, investors continue to face uncertainty in the market. Timothy...
09/11/2026

Amid earnings, the AI boom and the war in the Middle East, investors continue to face uncertainty in the market. Timothy Chubb, Chief Investment Officer of Girard, a Univest Financial Wealth Division, weighs in on these concerns with The Wall Street Journal. Read more here: https://www.wsj.com/finance/stocks/u-s-stocks-fall-as-war-escalation-oil-spike-continues-8e83817c?mod=author_content_page_1_pos_1

*A subscription may be required to view the article.
Media disclosure: https://lnkd.in/eqHBg6bd

Meet Joe Rowan! He joins Girard as Director of Relationship Management, bringing almost three decades of experience to h...
09/11/2026

Meet Joe Rowan! He joins Girard as Director of Relationship Management, bringing almost three decades of experience to his role! 🔸📣

“I am most excited about the culture, backed by 150 years of tradition and community impact. The best part of managing relationships is watching the evolution and growth of teams over time. I am inspired daily by the differences advisors make in the lives of the clients they serve.”

Welcome to the Girard team, Joe! đź’«

Grandparents can play an invaluable role in helping families manage childcare costs, but the arrangement should not come...
09/10/2026

Grandparents can play an invaluable role in helping families manage childcare costs, but the arrangement should not come at the expense of their retirement, health or freedom.

Kelly Regan, Vice President and Financial Planner at Girard, a Univest Financial Wealth Division, shares how her own family makes grandparent childcare work and the financial details and boundaries families should discuss before making the commitment with Kiplinger: https://www.kiplinger.com/retirement/becoming-the-free-nanny-to-the-grandkids-ask-yourself-these-3-questions-first

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

One of the biggest misconceptions about fiduciary financial advisors is that they're exclusively for high-net-worth indi...
09/09/2026

One of the biggest misconceptions about fiduciary financial advisors is that they're exclusively for high-net-worth individuals or retirees with large investment portfolios. That simply isn't true. However, not every fiduciary advisor is the right fit for every client. Finding the right match requires some homework.

Learn more about how to approach the search: https://www.meetgirard.com/blog/what-is-a-fiduciary-financial-advisor-and-do-you-really-need-one-MCDR4TQT3K6RAHDMGSW6OPWTHQOM?utm_campaign=2026-girard&utm_source=facebook&utm_medium=organic-social&utm_content=blog

09/08/2026

Markets may be recalibrating, but the long-term investment case remains intact. In our Second-Half Market Outlook, explore why economic resilience, AI-driven growth and a disciplined approach may matter more than trying to time market swings. Watch the video:

Happy ! All Girard offices will be closed today, September 7. We will resume regular business hours tomorrow, September...
09/07/2026

Happy ! All Girard offices will be closed today, September 7. We will resume regular business hours tomorrow, September 8.

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555 Croton Road
King Of Prussia, PA
19406

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+16102282805

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