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
GVA’s Technology Stack: Customized Tools to Drive Growth By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the… Read More
GVA’s Culture: Built for Retention and Growth By James J. Spinelli, ChFC®, AIF® on October 7, 2022November 27, 2023 When Great Valley Advisor Group (GVA) was founded, it was built from the ground up with purpose. The purpose co-founders… Read More
How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness By Stef Dolan on January 10, 2022 For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business… Read More
Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity By James J. Spinelli, ChFC®, AIF® on November 15, 2021October 11, 2024 The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the… Read More