Girard Advisory Services, LLC, established in 1995 as Girard Partners, Ltd., is a fee-only registered investment advisor specializing in wealth management solutions for individuals, trusts, estates, and various entities. The firm offers investment management, financial planning, and retirement planning services. Girard emphasizes asset allocation and diversification in portfolio construction, utilizing domestic and international equities, fixed income investments, and cash equivalents. Clients can impose restrictions on account management and may have assets allocated to independent advisors based on specific criteria. The firm provides financial planning services separately from investment management, with fees starting at $5,000. Girard charges investment advisory fees based on a percentage of assets under management, with a tiered structure. The minimum investment requirement for wealth management clients is $350,000, but this may be waived under certain circumstances. Girard does not charge performance fees and does not act as a custodian for client assets. The firm does not vote proxies for clients and does not have any disciplinary history. Girard participates in referral programs and pays referral fees to promoters. The firm's brokerage practices involve recommending Charles Schwab & Co., Inc. as a custodian and participating in an institutional customer program. Clients receive quarterly statements and reports on account activity and performance. Girard manages accounts on a discretionary basis, with full authority to make investment decisions. Clients retain voting rights for their securities.

Independence Square Holdings, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $926,375,464 of assets under management and employs about 41 people. Independence Square Holdings, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees.

Ethos Financial Group, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $516,652,721 of assets under management and employs about 16 people. Ethos Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Fortis Advisors, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $438,068,283 of assets under management and employs about 7 people. Fortis Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.

Certior Financial Group, LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $153,401,931 of assets under management and employs about 10 people. Certior Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Maguire Investments LLC is an investment adviser based in King of Prussia, PA, established in April 2012 by owners Alex Maguire and Alexander Maguire. The firm offers continuous investment management services on a discretionary or non-discretionary basis, focusing on individual portfolios of bonds, stocks, mutual funds, and exchange-traded funds. Their investment strategy emphasizes sustainable profits, strong dividend payouts, and companies with robust management teams. Maguire Investments specializes in high-quality individual bond investments, both taxable and tax-free, tailored to each client's needs. The firm also analyzes and selects financial services companies for specific portfolios, with a focus on nimble equity positions in small-cap companies. Clients are charged a standard fee of 1.00% based on the account value, with fees negotiable based on account size and complexity. Fees can be deducted from accounts or billed directly to clients. The firm does not engage in performance-based fees and does not share capital gains. Maguire Investments acts as a fiduciary, putting clients' best interests first, and does not accept compensation for the sale of securities. The firm provides investment advice to individuals, trusts, estates, charitable organizations, banks, and pension plans. Investment analysis methods include fundamental, technical, and cyclical analysis, with a focus on managing investment risks such as interest-rate, market, inflation, currency, and liquidity risks. Maguire Investments exercises discretionary authority for trading in client accounts and does not vote proxies unless explicitly requested by clients. The firm maintains a strong financial condition and does not serve as a custodian for client funds or securities.

Niche Investment Advisors LLC is a financial advisory firm based in King Of Prussia, Pennsylvania. It currently has approximately $25,943,191 of assets under management and employs about 2 people. Niche Investment Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and termination fee.