Supporting Advisors, Serving Clients

Girard has been consistently recognized for its service. That’s a nice thing to be known for. We place the highest priority on delivering genuine service that creates a sense of community among our employees and independent financial advisors, inspires innovation, and generates the highest level of mutual success.

But it’s not enough for us to simply be responsive. As industry veterans and keen observers of industry trends and best practices, we anticipate your needs and use this understanding to provide every available tool, option and advantage. This includes user-friendly technology, research tools, business-building and professional development resources, an objective and broad selection of investment products, and the finest, most personal level of back-office support available in the industry.

Every day and every interaction is an opportunity for us to create a culture of confidence and trust.

Every day and every interaction is an opportunity for us to create a culture of confidence and trust, where our advisors are empowered with superior products and support to grow their businesses, serve their clients, and do their very best work.

Expert Operational Support
We are proud of the talented individuals who serve on the front lines of support. They stand ready to guide you through registration and licensing, compliance, commissions, new accounts, new products, clearing, and trading. Pick up the phone and get the answers and support you need from experienced, attentive individuals.

Advisors Leadership Council
Designed as a resource and forum for feedback, dialogue, and information exchange between a cross-section of successful Girard financial advisors and the Girard executive management team, the Advisors Leadership Council helps give you a voice in the best way we can serve our people.

Ongoing Education and Leadership Conferences
With an emphasis on ongoing professional development and business growth, Girard offers two annual events designed to educate, inform, and connect advisors through new marketing and investment ideas, practice management tips, and networking opportunities.