Bryn Mawr Capital Management

Bryn Mawr Capital Management has significant financial planning, investment advisory, fiduciary, and risk management capabilities to develop customized long-term planning solutions for Clients’ unique goals.


Office Locations

Philadelphia, PA

1818 Market St
22nd Floor
Philadelphia, PA 19103
215.731.1820

Berwyn, PA

1436 Lancaster Ave
Berwyn, PA 19312

215.731.1820

Bellevue, DE

300 Bellevue Parkway
Suite 300
Wilmington, DE 19809

Hershey, PA

1 East Chocolate Avenue
Suite 200
Hershey PA 17033
717.534.3225

Rehoboth Beach, DE

35568 Airport Rd
Rehoboth Beach, DE 19971

302.227.7608

Boca Raton, FL

980 N Federal Hwy
Suite 110
Boca Raton, FL 33432
561.289.5308

Life is about more than accumulating money; therefore, our comprehensive wealth management services extend beyond simple money management. With our collaborative team approach, we purposefully lead with advice and planning. With that, you can be confident that we’re optimizing every aspect of your finances, including investment management, financial and estate planning, asset protection, and income and tax strategies.


Two the Point

Market Insights in Two Minutes

In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial markets.

This week we discuss the federal reserve looking to balance inflation and growth.

Bryn Mawr Capital Management at a Glance

1000+

Client Accounts Under Care

$2B+

Assets Under Management

Pro forma as of December 2023.

 
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Services

Bryn Mawr Capital Management goes beyond managing money to deliver comprehensive solutions to your financial planning needs and tailored to helping you live the life you want to live.

Company Retirement Plan Services (RPS)

Our team of retirement specialists empowers plan sponsors with investment advisory and fiduciary services to enhance your company’s retirement offerings. We offer solutions across the full spectrum of qualified and nonqualified retirement plans. Whether it’s a 401(k), 403(b), defined benefit, or deferred compensation plan, we have a solution for you.

Here’s how we can make a difference:

Fresh Perspectives: We deliver results with innovative approaches to retirement planning by analyzing your unique situation, finding opportunities to improve inefficiencies, identifying cost savings, and heightening employee engagement.

Comprehensive Services: Our retirement plan services cover a wide range of solutions, including Defined Contribution 401(k) and 403(b) plans, ESOPs, Cash Balance, and Executive Retirement plans. We collaborate with multiple TPAs and recordkeepers to align with your unique strategy.

Fiduciary Expertise: With 25+ years of combined experience, we offer 3(21) and 3(38) plan-level fiduciary services. We understand what is needed to successfully launch and maintain fiduciary programs, ensuring compliance and peace of mind.

Financial Planning

Our dedicated planning team consists of seasoned financial professionals who strive to ensure that no detail is overlooked in helping you achieve your goals. They create and implement a customized plan tailored to your unique personal circumstances, addressing topics ranging from retirement, college savings, and estate planning to cash flow projections, asset protection, and account titling—all with optimum tax efficiency in mind. 

Proper planning is not a one-time event, and the team proactively collaborates with your family as things change. They will help develop documentation to minimize taxes, preserve privacy by avoiding probate, and assure that the right property passes to the right people at the right time with the right restrictions and protections in place. Document organization is just as crucial, in that as your trusted adviser, your team can be relied upon by your loved ones in the event of an unfortunate occurrence.

Custom built portfolios including:

  • Cash flow needs
  • Personal return objectives
  • Risk guidelines
  • Existing holdings
  • Tax circumstances
  • Employer trading restrictions
  • Moral preferences
  • Legacy goals

Investment Management

Investment management does not exist in a vacuum and helping you create the future you envision is at the core of everything we do. Maintaining a clear connection between your financial plan and your investments is the foundation of our approach.

Our investment team aligns your portfolio with your financial objectives, risk tolerance, and personal values. We employ an “open architecture” approach, meaning that we will take the best of our internal research process and combine that with proven outside funds. This allows you to benefit from the skills of numerous research teams, all combined in one carefully constructed portfolio customized for you.

We then combine the best thinking of our research team with the personalized execution that is so important to a successful investment plan. The result is a portfolio built to support your financial plan and individual circumstances.

Estate Planning

Putting together an estate plan to ensure your family is well cared for in the future is important for everyone. Regardless of your level of wealth, taking stock of what you have and creating a plan to provide guidance to family and friends about your choices is imperative. Without it, a court may need to step in to authorize certain decisions on your behalf and state law may determine who will inherit your assets.

The concept of estate planning often evokes ideas of complexity, high cost, and being applicable only to the very wealthy, however everyone can benefit from an estate plan that ensures their goals are met and people they trust are appointed to help them both during their lives and after their passing.

Our estate planning team works with you to customize a plan that is right for you and your family. You deserve customized financial planning solutions that align with your unique needs. To better serve you, we proactively work with your existing financial partners, such as accountants and attorneys. This highly personalized method achieves greater tax efficiency and effectively manages risk.

Tax Planning

Thoughtful tax planning is essential to any wealth management plan. Paying taxes is something we all face, but with proper planning we can help reduce the amount that we pay. When creating your financial plan, our team will recommend and implement effective tax strategies to help minimize tax burdens now and in the future.

The reality is that taxes can be complicated. Plus, tax laws will change over time. Our experienced strategists work together to check that your account is tax-optimized and protect your returns.

 

Personalized Portfolios

We construct a portfolio that is best suited to your individual circumstances. We combine the best thinking of our research team with the personalized execution that is so important to a successful investment plan. Maintaining a clear connection between your financial plan and your investments is the foundation of our approach, and helping you create the future you envision is at the core of everything we do.

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