Philly Phorum at the Union League By Stef Dolan on February 28, 2025April 4, 2025 Great Valley Advisor Group’s Asset Management team kicked off the first of two Philly Phorum events scheduled for 2025. Held… Read More
GVA Attends Catchlight’s Growth Day By Stef Dolan on February 7, 2025April 4, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
GVA Welcomes Chew Financial Group By Stef Dolan on January 28, 2025January 28, 2025 Great Valley Advisor Group would like to welcome Chew Financial Group to the GVA family!
GVA Marketing Launches Three Flagship Websites By Stef Dolan on December 27, 2024December 27, 2024 The GVA Marketing team recently designed and built all new websites for three of our flagship DBA advisor firms. Paragon… Read More
2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024April 4, 2025 What’s not to like about today’s market? We have new all time highs, the Fed cutting rates, and economic growth.
GVA Lands at 130 on 2024 Forbes Top RIA List By Stef Dolan on October 22, 2024April 4, 2025 Great Valley Advisor Group is proud to have made the Forbes ranking of America’s Top RIA Firms (developed by SHOOK… Read More
GVA Welcomes Affirmative Wealth Partners By James J. Spinelli, ChFC®, AIF® on October 1, 2024October 7, 2024 Great Valley Advisor Group would like to welcome Affirmative Wealth Partners to the GVA family! Anurati Patel believes that comprehensive… Read More
GVA Announces Strategic Partnership with RISR By James J. Spinelli, ChFC®, AIF® on September 26, 2024October 7, 2024 RISR Partners with GVA, Enabling Advisors to Better Serve Business Owner Clients Advisors of Great Valley Advisor Group gain the… Read More
GVA Welcomes Sentient Wealth Group By James J. Spinelli, ChFC®, AIF® on September 23, 2024September 30, 2024 Great Valley Advisor Group would like to welcome Sentient Wealth Group to our family! Sentient Wealth Group (SWG) prides themselves… Read More
GVA Welcomes Nick Dalessandro By James J. Spinelli, ChFC®, AIF® on August 23, 2024September 30, 2024 Great Valley Advisor Group would like to welcome Nick Dalessandro to our Asset Management team. As Senior Trader, Nick oversees… Read More
Great Valley Advisor Group Welcomes GVA Wealth Allentown By James J. Spinelli, ChFC®, AIF® on August 14, 2024September 30, 2024 Great Valley Advisor Group is excited to welcome Nick Weidman, Christopher Nelson, Jackie Smolsky, Rachel Perez, and their entire team… Read More
GVA Welcomes Simplified Financial By James J. Spinelli, ChFC®, AIF® on August 8, 2024September 30, 2024 Great Valley Advisor Group is excited to welcome Carmen Andrews and the Simplified Financial team to the GVA Family! A… Read More