GVA Network Insights: Our Advisors Spotlight the Benefits of Going Independent By James J. Spinelli, ChFC®, AIF® on October 7, 2020April 4, 2025 We’ve seen a major shift in the financial advice industry in the last decade, as more advisors opt out of… Read More
GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event By James J. Spinelli, ChFC®, AIF® on September 2, 2020September 15, 2024 GVA believes in giving back to our local community and supporting those in need. The charities we have chosen to… Read More
Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub By James J. Spinelli, ChFC®, AIF® on August 20, 2020September 15, 2024 GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients… Read More
Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office By James J. Spinelli, ChFC®, AIF® on August 5, 2020 The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business… Read More
Great Valley Advisor Group Adds Bernicke Wealth Management By James J. Spinelli, ChFC®, AIF® on June 29, 2020September 15, 2024 The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great… Read More
GVA Welcomes Millstone Wealth Management By James J. Spinelli, ChFC®, AIF® on March 31, 2020September 15, 2024 Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth… Read More
GVA Annual Compliance Conference date set! By James J. Spinelli, ChFC®, AIF® on June 11, 2019September 15, 2024 Join GVA in Nashville, October 27-29, 2019, as we celebrate 5 years! At GVA, our annual compliance conference creates an… Read More
LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement By James J. Spinelli, ChFC®, AIF® on October 24, 2018September 15, 2024 Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL,… Read More
GVA Launches a Proprietary Salesforce Risk Questionnaire By James J. Spinelli, ChFC®, AIF® on September 19, 2018September 15, 2024 GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows… Read More
GVA Partners with Cipperman Compliance Services By James J. Spinelli, ChFC®, AIF® on June 13, 2018September 15, 2024 Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud… Read More
GVA’s Compliance Conference (Philly Forum) date is set! By James J. Spinelli, ChFC®, AIF® on June 11, 2018September 15, 2024 Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference…. Read More
GVA Proudly Supports The Kyle Ambrogi Foundation By James J. Spinelli, ChFC®, AIF® on March 19, 2018September 15, 2024 Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018… Read More