Your adviser shouldn't retire before you do.
Girard Capital Management is an independent, fiduciary registered investment adviser built for a long relationship, not the last few years of one.
Why We Exist
Taxes can quietly eat into what you earn. Most advisers think about taxes once a year. We think about them all year, as part of how we plan and invest.
Tax-aware from the start
Our team includes a licensed CPA. We look at the tax side of your plan and your investments, not just the returns.
Built for the long run
Your adviser shouldn't retire before you do. We are early in our careers, and we plan to be here for decades, for you and your family.
Fiduciary is a legal standard, not a slogan
We are fiduciaries. That means your interests come first in the advice we give you.
Advice, investments, and taxes under one roof.
Most people end up managing three separate relationships, an adviser, a planner, and an accountant, none of whom talk to each other. With a CPA in house, the tax consequences of a portfolio decision get considered when the decision is made, not the following April.
Start with a conversation.
No cost, no obligation, just a straightforward discussion about where you are and where you'd like to be.