The Affiliated Advisor By Stef Dolan on May 9, 2024May 9, 2024 Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors… Read More
Advisor Edge: The GVA Way – Episode 2 By Stef Dolan on April 26, 2024October 2, 2024 Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Business… Read More
GVA Solutions Spotlight: Tax Strategy Resources By Stef Dolan on April 2, 2024April 2, 2024 One of GVA’s foundational principles is building an ecosystem that enables our advisors to provide comprehensive financial planning services. We… Read More
Advisor Edge: The GVA Way – Episode 1 By Stef Dolan on March 14, 2024October 2, 2024 In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss… Read More
Case Study: Chester Springs Financial Group By Stef Dolan on February 15, 2024February 29, 2024 Michael Dedda, ChFC, Co-Founder and President of Chester Springs Financial Group, discusses how his firm utilizes tools from GVA, specifically… Read More
Case Study: GVA Advisors on Their Transition to Independence By Stef Dolan on January 31, 2024January 31, 2024 In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and… Read More
Case Study: North Point Advisor Group By Stef Dolan on January 23, 2024January 26, 2024 Our latest case study video explores North Point Advisor Group, and how Mike Dolezal and David Hopkins took their firms… Read More
Great Valley Advisor Group Marks Successful First Year of Strategic Partnership with LPL Financial By Stef Dolan on January 2, 2024September 15, 2024 PHILADELPHIA–(BUSINESS WIRE)–Great Valley Advisor Group (GVA), a technology-driven, full-service Registered Investment Advisor, is excited to celebrate a successful first year… Read More
DSB Rock Island Wealth Management acquires Waterfront Financial Group By Stef Dolan on November 20, 2023September 15, 2024 BERWYN, PA – [NOV. 20, 2023] – Great Valley Advisor Group (GVA) today announced that DSB Rock Island Wealth Management,… Read More
GVA Annual Advisor Conference ’23 – Nashville By Stef Dolan on October 4, 2023September 15, 2024 Great Valley Advisor Group welcomed 55+ Advisors and NLAs to Nashville, TN for our Annual Advisor Conference. Advisors traveled from… Read More
Understanding Direct Indexing and Its Potential Benefits for Advisors By Stef Dolan on September 19, 2023October 20, 2023 Direct indexing has emerged as a powerful tool for portfolio management. This innovative approach allows advisors to tailor investment strategies… Read More
GVA Advisor Referral Program By Stef Dolan on September 1, 2023September 1, 2023 Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to… Read More