By James J. Spinelli, ChFC®, AIF® on March 1, 2023September 13, 2023 Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and purpose. Co-founders James Spinelli and Ryan Todd acquired an RIA, and after doing so quickly realized that there was no one out there providing independent advisors with high-level service and support. https://youtu.be/TIMVqPxKlWw James and Ryan have built a unique, technology-obsessed company based on a powerful culture, service offerings, and unwavering support. At GVA we believe that collaboration drives success; and every GVA advisor is part of a team, a family, and are never alone. “There are three things that attracted us to GVA — #1 is culture, a good culture fit. #2 technology knowledge, and #3 compliance, efficiency, and simplicity.” Ty Bernicke, CFP® | GVA Advisor | Eau Claire, WI GVA advisors collaborate across our entire network, while, at the same time, maintaining firm autonomy allowing them to solve for their individual client needs. In other words, GVA advisors have the support and resources of a huge firm, with the agility and flexibility of an independent firm. “I’m excited to continue to grow with GVA, it’s just a great partnership to grow together, and I’m looking forward to what the future holds” Chuck Block, CHFC, CLU | GVA Advisor, Two Rivers Wealth Management James and Ryan chose to structure GVA as a hybrid RIA, so to provide flexibility for advisors to build their firm, their way. Here are a few examples of ways GVA supports advisors and their firms during times of transition: The “RIA Winddown” Advisor has built their own RIA, but no longer wants the operational burden. Advisor can explore both acquisition or DBA affiliation models with GVA The “Affiliate Advisor” GVA offers two options for advisors looking to independently build their practice with the support and resources GVA offers. Plug-in Option: for the advisor looking to join an existing GVA practice. Build-out Option: for the advisor who wants to build their own practice and brand from scratch. The “Succession Planning Advisor” Advisors who have built a successful career and practice, and are now looking to provide peace of mind to themselves and their clients through a mindful succession plan. GVA’s services and solutions can be handpicked by each independent advisor, and are fully-scalable. Our services include compliance, technology, and a wide variety of operations support. Compliance – GVA Compliance is a dedicated team of professionals focused on ensuring continuous and proactive monitoring, essentially acting as an extension for our independent advisors and their firm. Technology – GVA Technology Stack provides access to over 20+ vetted tech platforms purposefully chosen to streamline advisor business. We realize the technology needed to run your firm is unique, and as such each advisor’s tech stack is custom built to their needs. Each of the 20+ GVA tech stack offerings are deeply integrated across the full GVA technology platform to provide a seamless, frustration-free experience for the advisor and their client. Operations – GVA Operations ensures our advisors are fully supported regardless of their individual practice needs. In addition to our team, who are laser-focused on supporting our advisors, we also offer revolutionary compensation software, M&A consulting services, seamless transition support, and more. Our goal is for our advisors to focus on servicing their clients and growing their business. We’ll take care of the rest. “What attracted us to GVA culture is the family atmosphere, and the time and attention that they take with their advisors and their firms… I love GVA!” David Hopkins, CFP®, RICP®, AIF® | GVA Advisor | Eau Claire, WI GVA’s unique approach to advisor support, emphasis on collaboration across our full network, customized technology platform, and compliance expertise provide financial advisors with everything they need to build long-lasting client relationships and a successful business. We are proud of our scalable platform, we are proud of our family-culture, and we are so proud to see the explosive growth and cost-efficiencies gained when advisors choose GVA! Great Valley Advisor Group (GVA) is a leading technology-driven, full-service Registered Investment Advisory firm. We partner with select independent financial advisors to provide customized technology, investment strategies, compliance, and back-office solutions custom-built to drive advisor growth.