The people behind the plan.
A small team by choice, advisory, tax, and research expertise working together on every client relationship rather than in separate silos.
Jacob Girard, CPA
Investment Adviser RepresentativeJacob is a licensed CPA. He earned a master's degree in accounting from Seton Hall University. He has worked with S&P 500 companies at KPMG. At Girard Capital Management, he focuses on tax-efficient planning.
David Girard
Investment Adviser RepresentativeDavid is a Series 65–registered adviser who helps manage client portfolios. He works directly with clients on their ongoing relationship with the firm. He is the author of the firm's quarterly client letter.
Seth Girard
Client ServiceSeth previously served as a customer service advocate at Fidelity Investments and now leads client service at Girard Capital Management. He holds a degree from Quinnipiac University. For account questions, paperwork, and day-to-day requests, Seth is usually the first person you'll reach.
Abigail Girard
Equity Research AnalystAbigail conducts fundamental company and sector research supporting portfolio construction and due diligence on individual positions and asset classes. She holds a degree from William & Mary.
You'll know who you're talking to.
There's no call center and no rotating account rep. The people listed above are the people who handle your work, and the same people who answer when you call.
Let's build your legacy with purpose.
Every relationship begins with a conversation, no cost, no obligation, no sales pitch.
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