Your Journey.
Our Commitment.
Wherever you are along your wealth journey, Bryn Mawr Trust is by your side helping you realize your goals.
Special webinar series
Bryn Mawr Trust senior leaders hosted two timely live sessions exploring the impact of recent tariffs and global trade policy shifts and how to keep your financial plan on track despite recent market volatility.
Built on a foundation
of trust
a customized approach
the strength to serve you well
Institutional Clients
*Bryn Mawr Trust: $6.3B, Bryn Mawr Trust Advisors: $3.7B, WSFS Wealth Investments: $1.1B, The Bryn Mawr Trust Company of Delaware: $52.2B, WSFS Institutional Services: $26.3B as of March 31, 2025.
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 Trust Advisors
Bryn Mawr Trust Advisors, LLC (BMTA), formerly Bryn Mawr Capital Management (BMCM), was recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. Newsweek and Plant-A Insights Group recognized the top financial advisory firms in the United States, by conducting a large-scale study based on the analysis of over 15,000 financial advisories registered with the SEC. There was no compensation exchanged in consideration for this rating, however, a licensing fee was paid to Plant-A Insights Group 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 — Earnings, Expectations, and Economic Balance
In our weekly video series we highlight important observations regarding the economy and the financial market. -
WEBINAR REPLAY: Making Your Money Last: A Guide to Retirement Income Planning
Retirement is more than just saving—it’s about knowing how to turn those savings into steady, lasting income. In this webinar, we explored how sources like IRAs, 401(k)s, and Social Security can work together…