GVA’s Annual Advisor Conference is Back! By James J. Spinelli, ChFC® 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® 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® 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® 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® 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® 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
GVA’s Culture: Built for Retention and Growth By James J. Spinelli, ChFC® on October 7, 2022March 31, 2025
Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity By James J. Spinelli, ChFC® on November 15, 2021October 11, 2024 The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the… Read More
Disrupting the Routine: Change is the Best Way to Grow Your Business By James J. Spinelli, ChFC® on November 9, 2021 Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the… Read More
Strength in Members By James J. Spinelli, ChFC® on September 2, 2021 How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment Advisors’ worlds have been completely revolutionized within… Read More
RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking By James J. Spinelli, ChFC® on June 1, 2021 Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the… Read More
Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology By James J. Spinelli, ChFC® on April 23, 2021 Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool… Read More