Your Journey.

Our Commitment.


Built on a foundation
of trust


a customized approach

the strength to serve you well


Years Of History
Assets Under Management and Assets Under Administration*
Private, Family, &
Institutional Clients
Experienced Professionals

*Bryn Mawr Trust: $6.4B, Bryn Mawr Capital Management: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $50B, WSFS Institutional Services: $26B as of September 30, 2024

forging lasting relationships

A diverse family engages in conversation outside a tent, surrounded by mountains.

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.

Explore Individuals & Families
A woman giving a business presentation.

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.

Explore Businesses
Schoolchildren running with backpacks.

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.

Explore Endowments & Foundations

PROVIDING wealth management SERVICES


Explore Wealth Management Services

RECENT INSIGHTS


  • A mockup of an embedded digital video player. A transparent "Play" icon is superimposed over a photograph of a road extending into the horizon. The publication's title "Planning Perspectives" is emblazoned above. The image is overlaid with a blue mezzotint pattern reminiscent of the texture of dollar bills.

    End of Year Tax Tips

    Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss end of year tax tips.
  • 2024 Year-End Tax Planning Essentials

    2024 Year-End Tax Planning Essentials

    It may be hard to believe, but December 31 will be here soon. Now is a great time to review your finances and implement smart tax planning to reduce your tax bill potentially….

BEGIN YOUR JOURNEY