Your Journey.
Our Commitment.
Wherever you are along your wealth journey, Bryn Mawr Trust is by your side helping you realize your goals.
Built on a foundation
of trust
a customized approach
the strength to serve you well
Institutional Clients
*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50.4B, WSFS Institutional Services: $27.8B as of December 31, 2024
forging lasting relationships
meeting you where you are
We work with you to help secure your financial future through all of our resources, tailored solutions, and personalized wealth planning advice delivered locally by professionals you can trust. We meet you where you are today, for where you want to be tomorrow.
helping your business thrive
Business owners have comprehensive wealth planning needs. Bryn Mawr Trust is there for you, from business launch to succession planning, and assisting with qualified retirement plan services.
securing your mission
While focused on your philanthropic goals, Bryn Mawr Trust helps you optimize your assets, align your resources with your purpose, and address your challenges.
PROVIDING wealth management SERVICES
As a Client of Bryn Mawr Trust, you gain access to an array of financial services that help you create a well-defined purpose for your wealth.
Bryn Mawr Capital Management
Bryn Mawr Capital Management, LLC (BMCM) has been ranked by USA Today as a Best Financial Advisory Firm in April 2024 and based on data from 2019-2024 in cooperation with Statista. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to USA Today in order to publicize the ranking. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. For more information click here.
Bryn Mawr Trust
Bryn Mawr Trust has been selected as a winner at the Miami Family Wealth Report Awards 2025 program.
RECENT INSIGHTS
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Two the Point — Confidence Drops, Markets Hold: A Soft Landing or Just Soft Talk?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market. -
Cybersecurity and Hygiene
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss cyber-security tips to protect your finances.