Your Journey.

Our Commitment.



833.973.7633

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: $50.4B, WSFS Institutional Services: $27.8B as of December 31, 2024

forging lasting relationships

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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
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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
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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.

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PROVIDING wealth management SERVICES


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RECENT INSIGHTS


  • Two the Point

    Two the Point — Tariffs, Trade Wars, and Market Resilience

    In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market. This week we discuss tariffs, trade wars, and market resilience.
  • Feature Article Image Four

    Steps To Take in The Face of Federal Loans and Grants Uncertainty

    The nonprofit sector found itself in unprecedented territory on January 27, 2025, when the Office of Management and Budget issued a memo announcing a pause on all federal grants and loans. Many nonprofit…

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