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, 2024April 4, 2025 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, 2024April 4, 2025 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, 2024April 4, 2025 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, 2024April 4, 2025 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
The Affiliated Advisor By Stef Dolan on May 9, 2024April 4, 2025 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 4, 2025 One of GVA’s foundational principles is building an ecosystem that enables our advisors to provide comprehensive financial planning services. We… Read More