2024 GVA VAST Summit, Napa By Stef Dolan on November 14, 2024November 15, 2024 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, 2024October 22, 2024 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
GVA Welcomes Evan Coffey By James J. Spinelli, ChFC®, AIF® on July 23, 2024September 30, 2024 Great Valley Advisor Group is excited to announce that Evan Coffey has joined our Asset Management team as an Associate,… Read More
GVA Welcomes Kaela Frenchman By James J. Spinelli, ChFC®, AIF® on July 17, 2024September 30, 2024 Great Valley Advisor Group is excited to announce Kaela Frenchman has joined our Asset Management team as an Associate, Trading… 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