What Is Basecamp? By James J. Spinelli, ChFC®, AIF® on May 10, 2023August 15, 2023 A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead…. Read More
16th Annual Travis Manion Foundation Golf Outing By James J. Spinelli, ChFC®, AIF® on May 5, 2023September 15, 2024 Great Valley Advisor Group is proud to sponsor and support the Travis Manion Foundation. The mission of TMF is to… Read More
GVA Update Meeting: Crossing Vineyards Newtown, May 2023 By James J. Spinelli, ChFC®, AIF® on April 24, 2023September 15, 2024 Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements… Read More
A Tribute to Alan Peters By James J. Spinelli, ChFC®, AIF® on April 21, 2023June 6, 2023 It is with heavy hearts that we share the passing of one of GVA’s closest family members, Alan E. Peters,… Read More
New Call Series: GVA Market Update & Strategy Session By James J. Spinelli, ChFC®, AIF® on March 27, 2023June 6, 2023 The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led… Read More
Accelerate Growth & Efficiency with GVA By James J. Spinelli, ChFC®, AIF® on March 22, 2023August 15, 2023 Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access… Read More
GVA’s Annual Advisor Conference is Back! By James J. Spinelli, ChFC®, AIF® on March 3, 2023September 15, 2024 …and better than ever! We’re coming together at the historic and luxurious Union Station hotel in Nashville, Tennessee on September 24th to… Read More
Elevate your Practice and Client Experience with GVA 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… Read More
GVA’s Technology Stack: Customized Tools to Drive Growth By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the… Read More
GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC®, AIF® on November 21, 2022September 15, 2024 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC®, AIF® on November 17, 2022September 15, 2024 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More