2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024November 14, 2024 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
GVA Lands at 130 on 2024 Forbes Top RIA List By Stef Dolan on October 22, 2024October 22, 2024 Great Valley Advisor Group is proud to have made the Forbes ranking of America’s Top RIA Firms (developed by SHOOK… Read More
Advisor Edge: The GVA Way – Episode 8 By Stef Dolan on October 10, 2024October 10, 2024 We’re proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond… Read More
Advisor Edge: The GVA Way – Episode 7 By Stef Dolan on September 12, 2024October 2, 2024 In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive… Read More
Advisor Edge: The GVA Way – Episode 6 By Stef Dolan on August 22, 2024October 2, 2024 In Episode 6 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief… Read More
Advisor Edge: The GVA Way – Episode 5 By Stef Dolan on July 30, 2024October 2, 2024 In Episode 5 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts our Chief… Read More
Three Core Values of Succession Planning By Stef Dolan on July 18, 2024July 18, 2024 At Great Valley Advisor Group, we approach succession plan strategy with three core values in mind – customization, continuity, and… Read More
Client Retention Rates High with Transition to Independence By Stef Dolan on July 2, 2024July 2, 2024 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the… Read More
Advisor Edge: The GVA Way – Episode 4 By Stef Dolan on June 28, 2024October 2, 2024 Episode 4 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our… Read More
GVA Announces $1B AUM for GVA Asset Management By Stef Dolan on June 13, 2024June 13, 2024 Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a… Read More
Succession Planning By Stef Dolan on June 5, 2024June 5, 2024 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Advisor Edge: The GVA Way – Episode 3 By Stef Dolan on May 30, 2024October 2, 2024 Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing… Read More