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Great Valley Advisor Group

Created for Advisors, by Advisors.

  • About
      About GVA
      GVA is an SEC RIA. For RIA/Hybrid advisors, you would be an Investment Advisory Representative (IAR) of GVA.
    • Our Team
      GVA was built by advisors, for advisors.
    • Career Opportunities
      The team at GVA has been growing since 2014 and we are always looking for top talent.
    • Ways We Give
      Our commitment to service extends into our communities.
    • Network of Advisors
      Robust network of 190+ advisors, across 20 states, 10B+ AUM.
    • Contact Us
      We are always happy to help.
    • Insights
      Ulysses
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      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
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      Insights
      GVA Supports Advisors Through Volatility
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  • Prospective Advisors
      Prospective Advisors
      Go independent your way – flexibility to build your own brand or join an existing firm.
    • Affiliation Options
      As a Registered Investment Advisor (RIA), GVA offers two affiliation channels for our advisors: Hybrid or RIA Only.
    • Choose Your Path
      By uncovering your needs and goals, we’ll help you find the path that best aligns with your future.
    • Succession Planning
      Our succession planning focuses on customization, continuity, and confidence.
    • Commissions & Payouts
      GVA offers unmatched advantages for independent advisors and advisory firms.
    • Insights
      Ulysses
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      Read more
  • Solutions
      Solutions
      Each department of GVA is here to support the growth of our advisors.
    • Asset Management
      Manage client assets smarter, faster, and better.
    • Technology
      Access best-in-class tools that help you work smarter, not harder.
    • Compliance
      Protect your clients and your business with GVA Compliance.
    • Insurance Brokers
      Protection from the unexpected.
    • Marketing & Branding
      The GVA Marketing team supports advisors with print and digital work.
    • Mergers & Acquisitions
      GVA partners with advisors and assists with all their M&A needs.
    • Onboarding & Transitions
      No matter how you’re looking to grow, GVA is with you every step of the way.
    • GVA Retirement Partners
      Reduce fiduciary risk, boost efficiency, and improve retirement outcomes.
    • Insights
      Ulysses
      Read more
      Videos + Podcasts
      Advisor Edge: The GVA Way - Episode 15
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      Read more
      Insights
      Into the Mystic
      Read more
  • Insights + Events
      Insights + Events
      Company news, market commentary, and insightful videos from leading experts.
    • Insights
      Get weekly market insights for informed decisions.
    • Company News
      Stay updated on the latest updates and developments.
    • Videos + Podcasts
      Dive into our video blog – insightful, engaging, essential.
    • Events Calendar
      Check out all the Events happening at GVA
    • Insights
      Ulysses
      Read more
      Insights
      GVA Supports Advisors Through Volatility
      Read more
      Insights
      Into the Mystic
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Connect with Our Team

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  • Company News
  • Events Calendar
  • Insights
  • Videos + Podcasts
Economic & Market Report: When The Levee Breaks

Economic & Market Report: When The Levee Breaks

By Eric Parnell, CFA on May 15, 2023June 6, 2023

Summary If it keeps on rainin’.  It was nearly a century ago when the Great Mississippi Flood resulted in one of…
Read More

Economic & Market Report: The Path Forward for Cryptocurrencies

Economic & Market Report: The Path Forward for Cryptocurrencies

By Eric Parnell, CFA on May 1, 2023June 6, 2023

Summary I recently had the opportunity to attend a two-day conference in Sarasota, Florida hosted by the Global Interdependence Center. …
Read More

Economic & Market Report: Flashing Lights

Economic & Market Report: Flashing Lights

By Eric Parnell, CFA on April 24, 2023June 6, 2023

The stock market has been remarkably resilient so far in 2023 despite a steady stream of challenging news.  Whether it…
Read More

Economic & Market Report: The Return of Diversification

Economic & Market Report: The Return of Diversification

By Eric Parnell, CFA on April 17, 2023June 6, 2023

Summary It has been a recently tough stretch for traditional asset allocation strategies.  Prior to the start of last year,…
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2023 Q2 Outlook

2023 Q2 Outlook

By Eric Parnell, CFA on April 10, 2023June 6, 2023

It has been an eventful start to 2023 for the economy and capital markets.  Many investors came into the year…
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Economic & Market Report: Who’s Next

Economic & Market Report: Who’s Next

By Eric Parnell, CFA on March 28, 2023June 6, 2023

Meet the new bank crisis. NOT the same as the old bank crisis.  This is not the Great Financial Crisis II. …
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GVA Bulletin – Credit Suisse

GVA Bulletin – Credit Suisse

By Eric Parnell, CFA on March 16, 2023June 6, 2023

So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management…
Read More

GVA Bulletin – SVB Financial

GVA Bulletin – SVB Financial

By Eric Parnell, CFA on March 15, 2023June 6, 2023

What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as…
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Economic & Market Report: Don’t Sweat the Technique

Economic & Market Report: Don’t Sweat the Technique

By Eric Parnell, CFA on March 10, 2023June 6, 2023

Let’s trace the hints and check the file.  You’ve got to hand it to the U.S. stock market.  The U.S….
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Economic & Market Report: Reality Check

Economic & Market Report: Reality Check

By Eric Parnell, CFA on March 6, 2023

Summary After a blazing start to 2023, the U.S. stock market has cooled in recent weeks.  Looking ahead to the…
Read More

Economic & Market Report: Good As Gold

Economic & Market Report: Good As Gold

By Eric Parnell, CFA on February 24, 2023

Summary Capital markets remain turbulent as we make our way through the early months of 2023. Thus, the priority to…
Read More

Economic & Market Report: Falling Slowly

Economic & Market Report: Falling Slowly

By Eric Parnell, CFA on February 20, 2023

Summary The latest reading on inflation was released on Tuesday morning.  On the surface, the report for the month of…
Read More

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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
Great Valley Advisor Group

Great Valley Advisor Group is a technology driven full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.

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Broker Check
  • Form ADV Part 2A
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  • About
    • Our Team
    • Network of Advisors
    • Career Opportunities
    • Ways We Give
    • Contact Us
  • Insights + Events
    • Company News
    • Insights
    • Videos + Podcasts
  • Prospective Advisors
    • Affiliation Options
    • Choose Your Path
    • Commissions & Payouts
    • Succession Planning
  • Solutions
    • Asset Management
    • Compliance
    • GVA Retirement Partners
    • Insurance Brokers
    • Marketing & Branding
    • Mergers & Acquisitions
    • Onboarding & Transitions
    • Technology
Copyright © 2025 Great Valley Advisor Group. All rights reserved.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Missouri, Montana, New Mexico, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia, Wisconsin, Wyoming.