WE MEET YOU WHERE YOU ARE


Individuals, multi-generational families, business owners, and institutions have turned to Bryn Mawr Trust for more than 130 years. Our Client promise is simple — we focus our full attention, abilities, and resources on you and your long-term financial goals.

Built on a foundation of trust, we are dedicated to helping you through every phase of your journey.

INDIVIDUALS & FAMILIES


Explore Services for Individuals & Families

areas of specialization


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Women of Wealth
Explore Women of Wealth
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Business Owners
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Senior Executives
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LET’S START A CONVERSATION TODAY


PLANNING FOR YOUR BUSINESS


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We mean business. Given our long history of serving businesses of all sizes, we can be your trusted source for essential retirement benefits, investment, and banking services.

We can help you attract and retain top talent through customized retirement plans to meet your company’s unique needs, including defined contribution plans, ESOPs, Cash Balance, and Executive Retirement plans.

Learn about our corporate retirement plan services


We help businesses of all sizes manage their everyday cash needs and plan for growth through business banking and cash management, customized loans, lines of credit, and more.

Learn about our banking services

Whatever your business needs, Bryn Mawr Trust has the resources, expertise, and quality solutions to help you reach your goals.

ENDOWMENTS & FOUNDATIONS


Your mission is your guiding light, and it’s ours, too. We help nonprofits work toward long-term financial sustainability, stewarding today’s assets and planning for future growth. We are your partner, helping you create impact in your portfolio, your grantmaking, and your community.
 
Whether it’s a family legacy or a nonprofit endowment carefully built over time, we listen to your goals and offer customized planning and investment guidance from a dedicated team of nonprofit specialists.
 
We also provide a range of educational, fundraising, and networking support services to help you manage and grow your foundation or endowment.
 
For more than 130 years, Bryn Mawr Trust has helped charitable families and organizations pursue their missions across our communities.

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PROFESSIONAL ADVISORS


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We take a holistic approach to wealth management,  partnering with attorneys, CPAs, insurance specialists, and other professionals our Clients may be working with in order to help them meet their goals.

Our wealth management services address the most complex wealth planning needs. In addition, as part of WSFS Bank, we offer customized private banking services. If you have a Client who needs guidance along their financial journey, please contact us to start a conversation.

Registered Investment Advisors


BEGIN YOUR JOURNEY