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
A note from Lee R. Johnson, Jr., CFA, Chief Investment Officer, Great Valley Advisor Group By Lee R. Johnson, Jr., CFA on July 26, 2021September 15, 2024 Inflation continues to be a hot topic these days and the Fed gave us a big signal on their position… 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
GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event By James J. Spinelli, ChFC®, AIF® on September 2, 2020September 15, 2024 GVA believes in giving back to our local community and supporting those in need. The charities we have chosen to… Read More
Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub By James J. Spinelli, ChFC®, AIF® on August 20, 2020September 15, 2024 GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients… Read More
Great Valley Advisor Group Adds Bernicke Wealth Management By James J. Spinelli, ChFC®, AIF® on June 29, 2020September 15, 2024 The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great… Read More
GVA Welcomes Millstone Wealth Management By James J. Spinelli, ChFC®, AIF® on March 31, 2020September 15, 2024 Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth… Read More