The Haverford Trust Company

Haverford Trust is a values-focused, privately-held trust company, regulated by the Federal Reserve Bank of Philadelphia and the Pennsylvania Department of Banking and Securities, that has been serving our community since 1979. We offer strategic advice, investment management, wealth management solutions, and financial education for individuals and institutions.

We believe we can generate positive returns for both our clients and the world we live in. With a shared purpose and governed by our company’s core values, we embrace our role as an advocate for our clients, our communities, and each other. Our employee-led community engagement initiative, Haverford Cares, was built by team members who want to make a stronger impact through volunteerism. As an organization, we provide more than $750,000 a year in donations to nonprofits to help further their missions, and we devote ongoing time, resources, and focus on initiatives like sustainable investing and building a more equitable, inclusive workplace.