Case Study: GVA Advisors on Their Transition to Independence By Stef Dolan on January 31, 2024April 4, 2025 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, 2024April 4, 2025 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, 2023April 4, 2025 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, 2023April 4, 2025 Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to… Read More
Latest RIA Trends By Stef Dolan on August 15, 2023April 4, 2025 At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse… Read More
Exclusive From Camp Kotok! By Stef Dolan on August 10, 2023September 15, 2024 Over the last several days, Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, attended Camp Kotok. The event… Read More
Welcome Phil Regan, Business Development Associate By Stef Dolan on July 12, 2023September 15, 2024 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business… Read More
LPL Hosts Annual Focus Meeting in San Diego By Stef Dolan on July 6, 2023September 15, 2024 LPL’s annual flagship conference, Focus, will take place August 4-7, 2023 at the San Diego Convention Center. This conference encourages… Read More
Innovative Planning Group Acquires Bridge Investment Group By Stef Dolan on May 31, 2023September 15, 2024 Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA… Read More