WE MEET YOU WHERE YOU ARE

Individuals, multi-generational families, business owners, and institutions have turned to Bryn Mawr Trust for more than 130 years. Our Client promise is simple — we focus our full attention, abilities, and resources on you and your long-term financial goals.

Individuals & Families

Built on a foundation of trust, we are dedicated to helping you through every phase of your journey.

We begin by getting to know you. You share your goals for your life and for your loved ones. Through collaborative advice and planning, we help to connect you to your purpose and your promise. We understand that, depending upon your situation, you may have unique considerations. We work with you to provide specialized guidance and wealth planning solutions to meet your needs.

Explore Services for Individuals & Families

Areas of Specialization

Whether you are managing a business or a household, working to make a difference in the world, enjoying retirement, or hoping to leave a legacy, we’re here to help you rise to a new level of personal finance responsibility.

Explore Women of Wealth

You may be so focused on the day-to-day operation of your organization that you do not have enough time to devote to wealth planning. In addition, your wealth planning needs can be quite complicated, with personal and professional goals intertwined. Bryn Mawr Trust takes a personalized planning approach that can help you achieve your long-term financial goals.

Explore Business Owners

Senior executive pay often goes beyond salary and bonuses to include long-term benefits, such as stock options, deferred compensation, and other perks. Bryn Mawr Trust can help you make complicated compensation decisions, integrate your pay components into your overall wealth plan, and create a strategy to help achieve your personal and professional goals.

Explore Senior Executives

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Businesses

We mean business. Given our long history of serving businesses of all sizes, we can be your trusted source for essential retirement benefits, investment, and banking services.  

Corporate Retirement Plan Services
We can help you attract and retain top talent through customized retirement plans to meet your company’s unique needs, including defined contribution plans, ESOPs, Cash Balance, and Executive Retirement plans.

Explore Corporate Retirement Plan Services

Banking Services
We help businesses of all sizes manage their everyday cash needs and plan for growth through business banking and cash management, customized loans, lines of credit, and more.

Explore Our Banking Services

Endowments & Foundations

Your mission is your guiding light, and it’s ours, too. We help nonprofits work toward long-term financial sustainability, stewarding today’s assets and planning for future growth. We are your partner, helping you create impact in your portfolio, your grantmaking, and your community.

Whether it’s a family legacy or a nonprofit endowment carefully built over time, we listen to your goals and offer customized planning and investment guidance from a dedicated team of nonprofit specialists.

We also provide a range of educational, fundraising, and networking support services to help you manage and grow your foundation or endowment.

For more than 130 years, Bryn Mawr Trust has helped charitable families and organizations pursue their missions across our communities.

How We Can Help

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Professional Advisors

We take a holistic approach to wealth management, partnering with attorneys, CPAs, insurance specialists, and other professionals our Clients may be working with in order to help them meet their goals.

Our wealth management services address the most complex wealth planning needs. In addition, as part of WSFS Bank, we offer customized private banking services. If you have a Client who needs guidance along their financial journey, please contact us to start a conversation.

Registered Investment Advisors (RIA)

Learn how Bryn Mawr Trust can help support your business.

explore RIA Services

Begin your journey

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