Must Have—enough predictability to stay impulsive
Whether it’s a wealth advisor who understands what you need from your investments, or one who just gets you…
For life’s must haves, there’s Haverford.
Begin a conversation today.
Please fill out the form below so that we may learn more about your investment priorities and life goals. Once submitted, one of our wealth professionals will reach out to start a personalized conversation.
We’re invested in what matters to you
We believe in relationships—helping our clients make personal decisions that will have a lasting impact—and building long-term financial futures in more predictable and consistent ways.
01
Quality Investing philosophy
For over 45 years, our clients have relied on our Quality Investing approach to create a portfolio they can enjoy down the road with the confidence to keep their sights focused on what really matters—everything else.
02
Meeting objectives & exceeding expectations
For us, planning ahead doesn’t mean only thinking ahead. We learn about your tax situation, time horizon, and how much risk you are comfortable with. From there we establish a set of recommendations for today and the future.
03
Made-for-you must haves
With us, you gain access to a range of investment solutions and a wide breadth of offerings designed to provide the best in personalized service and sophistication.
The Haverford difference
$14.6B
Assets under management and consultation
81%
Investment professionals with 10+ years experience in financial services
23:1
Client to team member ratio
98%
10-year client asset retention rate
*For The Haverford Trust Company and Haverford Financial Services as of 3/31/2025
Making your goals become a reality
Goals, cash needs, and circumstances shift throughout your lifetime, which is why we take an integrated investment management approach, prioritizing strategic discussions to actively manage your assets.
After submitting the form, you will hear from one of our senior leaders to begin the dialogue:
Tim Gillespie
Vice President & Director of Client Management
Veronica McKee
Vice President, Chief Marketing Officer
John Niles
Vice President, Trust & Estate Administration
Begin a conversation today.
Please fill out the form below so that we may learn more about your investment priorities and life goals. Once submitted, one of our wealth professionals will reach out to start a personalized conversation.
