Financial Planning Built for Your Future.
At Girard Capital Management, we offer financial planning and investment management without the corporate noise. GCM helps individuals and families make confident financial decisions rooted in clarity, strategy, and trust.
Let’s build your legacy with purpose.
Our Philosophy
Fiduciary First
We always act in your best interest. No commissions. No hidden fees. No sales pitches.
Evidence-Driven
Markets aren’t magic. We lean on data, history, and intelligent diversification.
Behavior-Aware
Investor behavior often impacts outcomes more than investment selection. We help you manage both.
Focused
Portfolios may evolve, but principles endure. We adapt to life and markets without compromising discipline.
Services
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Custom, tax-efficient portfolios aligned to your real-world goals. Globally aware, risk-managed, and built with purpose.
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From retirement planning to cash flow management, Social Security, and estate strategies, we design a flexible plan that adapts to your needs at every stage of life.
Our Process
Clarity From the Start
1. Intro Call
A quick, pressure-free conversation. You ask questions, we listen.
2. Discovery Meeting
We explore your goals, values, and financial picture. You’ll leave with clarity, even if we don’t work together.
3. Plan & Portfolio Design
If it’s a fit, we build a tailored strategy, covering investments, planning, and behavior.
4. Ongoing Oversight
Quarterly reviews, unlimited access, and proactive support. You’ll never feel ignored.
For whatever’s ahead, we’ll help you build the plan you need.
Let’s Chat
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!