Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management By Mike Burke on June 14, 2023August 15, 2023 Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming… Read More
Market Insights with Eric: Episode 2, June ’23 By Eric Parnell, CFA on June 7, 2023June 21, 2023 Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist,… Read More
Market Insights with Eric: Episode 1, May ’23 By Eric Parnell, CFA on May 24, 2023June 9, 2023 Great Valley Advisor Group is excited to present the first episode of our new video series featuring Chief Market Strategist,… Read More
What Is Basecamp? By James J. Spinelli, ChFC®, AIF® on May 10, 2023August 15, 2023 A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead…. Read More
A Tribute to Alan Peters By James J. Spinelli, ChFC®, AIF® on April 21, 2023June 6, 2023 It is with heavy hearts that we share the passing of one of GVA’s closest family members, Alan E. Peters,… Read More
New Call Series: GVA Market Update & Strategy Session By James J. Spinelli, ChFC®, AIF® on March 27, 2023June 6, 2023 The GVA Asset Management Team has recently launched a new bi-weekly call series, GVA Market Update & Strategy Session, led… Read More
Accelerate Growth & Efficiency with GVA By James J. Spinelli, ChFC®, AIF® on March 22, 2023August 15, 2023 Great Valley Advisor Group’s unique structure helps advisors build their business by creating an efficient office structure and providing access… Read More
GVA Bulletin – Credit Suisse By Eric Parnell, CFA on March 16, 2023June 6, 2023 So what has happened on the SVB Financial front since markets reopened on Monday morning? We already had Long-Term Capital Management… Read More
GVA Bulletin – SVB Financial By Eric Parnell, CFA on March 15, 2023June 6, 2023 What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as… Read More
Elevate your Practice and Client Experience with GVA By James J. Spinelli, ChFC®, AIF® on March 1, 2023September 13, 2023 Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and… Read More
Introducing GVA Small Account Solution (SAS) By Stef Dolan on January 31, 2023July 25, 2023 GVA’s platform continues to help advisors succeed. As you continue to grow, so does your client base, creating additional servicing… Read More
2023 Outlook: The Tempest By Eric Parnell, CFA on January 5, 2023 What begins as tragedy . . . Whereof what’s past is prologue; What to come, In yours and my discharge… Read More