Firm Resources Your financial advisor is supported by Great Valley Advisor Group (GVA). Explore important firm information, disclosures, resources, and learn more about how GVA supports your advisor below. GVA Privacy Policy View PDF GVA Form CRS View PDF GVA Form ADV Part 2A View PDF The GVA Partnership GVA is a leading, technology-driven, full-service Registered Investment Advisor (RIA). We partner with select independent financial advisors to provide customized technology, investment strategies, compliance, and back-office solutions. The strength and unwavering commitment of the GVA network enables your advisor to work more efficiently, stay on top of industry trends and best practices, increase confidence in compliance processes, and focus on your goals. Download our Brochure GVA BCP Summary In the event one of GVA’s offices has a significant disruption we have in place both a virtual private network and cloud backup. In addition we require employees in those offices to work from a remote location and will forward phones to other locations to allow for employees to communicate with custodians and clients. We have processes in place to allow for trading with our custodians. If you have any questions, or would like additional information, we are here to help. Please reach out to us at compliance@greatvalleyadvisors.com. Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630