Our Culture By James J. Spinelli, ChFC®, AIF® on March 31, 2025April 4, 2025 When we founded Great Valley Advisor Group, our leadership team thought about three pillars on which we wanted to base… Read More
Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors By James J. Spinelli, ChFC®, AIF® on December 5, 2024December 5, 2024 Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients.
GVA Welcomes Affirmative Wealth Partners By James J. Spinelli, ChFC®, AIF® on October 1, 2024October 7, 2024 Great Valley Advisor Group would like to welcome Affirmative Wealth Partners to the GVA family! Anurati Patel believes that comprehensive… Read More
GVA Announces Strategic Partnership with RISR By James J. Spinelli, ChFC®, AIF® on September 26, 2024October 7, 2024 RISR Partners with GVA, Enabling Advisors to Better Serve Business Owner Clients Advisors of Great Valley Advisor Group gain the… Read More
GVA Welcomes Sentient Wealth Group By James J. Spinelli, ChFC®, AIF® on September 23, 2024September 30, 2024 Great Valley Advisor Group would like to welcome Sentient Wealth Group to our family! Sentient Wealth Group (SWG) prides themselves… Read More
GVA Welcomes Nick Dalessandro By James J. Spinelli, ChFC®, AIF® on August 23, 2024September 30, 2024 Great Valley Advisor Group would like to welcome Nick Dalessandro to our Asset Management team. As Senior Trader, Nick oversees… Read More
Great Valley Advisor Group Welcomes GVA Wealth Allentown By James J. Spinelli, ChFC®, AIF® on August 14, 2024September 30, 2024 Great Valley Advisor Group is excited to welcome Nick Weidman, Christopher Nelson, Jackie Smolsky, Rachel Perez, and their entire team… Read More
GVA Welcomes Simplified Financial By James J. Spinelli, ChFC®, AIF® on August 8, 2024September 30, 2024 Great Valley Advisor Group is excited to welcome Carmen Andrews and the Simplified Financial team to the GVA Family! A… Read More
GVA Welcomes Evan Coffey By James J. Spinelli, ChFC®, AIF® on July 23, 2024September 30, 2024 Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate,… Read More
GVA Welcomes Kaela Frenchman By James J. Spinelli, ChFC®, AIF® on July 17, 2024September 30, 2024 Great Valley Advisor Group is excited to announce Kaela Frenchman has joined our Asset Management team as an Associate, Trading… Read More
AI and Machine Learning Opportunities in Finance By James J. Spinelli, ChFC®, AIF® on July 19, 2023August 15, 2023 Artificial Intelligence (AI) has had a drastic effect on our entire society and will continue to impact our lives in… Read More
GVA Update Meeting: CoV Wayzata, June 2023 By James J. Spinelli, ChFC®, AIF® on June 7, 2023September 15, 2024 Great Valley Advisor Group’s COO, James Spinelli, and Chief Market Strategist, Eric Parnell, met with our advisors based in and… Read More