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.

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.

    Tax Season Prep: What Your CPA Needs to Know

    Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss tips to align your financial and tax plans.
  • The Overruling of Chevron

    A “New” Litigation Target in Healthcare

    Presented by The Retirement Plan Services Team,Bryn Mawr Capital Management, Office: 833.499.9737 Plan sponsors have long been on notice that they have a responsibility to ensure that the services provided to their retirement…

BEGIN YOUR JOURNEY