16th Annual Travis Manion Foundation Golf Outing By James J. Spinelli, ChFC®, AIF® on May 5, 2023September 15, 2024 Great Valley Advisor Group is proud to sponsor and support the Travis Manion Foundation. The mission of TMF is to… Read More
GVA Update Meeting: Crossing Vineyards Newtown, May 2023 By James J. Spinelli, ChFC®, AIF® on April 24, 2023September 15, 2024 Please join Great Valley Advisor Group COO James Spinelli, and CIO, Eric Parnell to discuss the latest developments and the further enhancements… Read More
GVA’s Annual Advisor Conference is Back! By James J. Spinelli, ChFC®, AIF® on March 3, 2023September 15, 2024 …and better than ever! We’re coming together at the historic and luxurious Union Station hotel in Nashville, Tennessee on September 24th to… Read More
GVA Vendor Spotlight: AdvisorBOB’s BOBValue By Colton Pence on February 15, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell… Read More
GVA Vendor Spotlight: AdvisorBOB Integrates Stripe By Colton Pence on February 10, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration… Read More
GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC®, AIF® on November 21, 2022September 15, 2024 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC®, AIF® on November 17, 2022September 15, 2024 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More
GVA Events: BMW Championship at Wilmington Country Club By Mike Burke on August 20, 2022September 15, 2024 August 16-18, 2022 – Great Valley Advisor Group (GVA) hosted our VAST Advisors from around the country for company updates… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022September 15, 2024 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More
GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business By Stef Dolan on January 7, 2022September 15, 2024 Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors… Read More
Great Valley Advisor Group Acquires U.S. Financial Advisors By Stef Dolan on May 17, 2021September 15, 2024 Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11,… Read More