By Mike Burke on July 2, 2024April 4, 2025 A May 2024 Supported Independence Study from Schwab Advisor Services shows high client retention rates and a bullish outlook on the future of the RIA sector. According to the study, client retention rates are at 86%. The findings from GVA’s transition team are in line and additionally, show high advisor satisfaction feedback. You guys overdelivered and helped me more than I could have imagined. You provided support obviously resulting in quantitative increases to my business but your support has provided benefits that you can’t put a price on, like having piece of mind ** When advisors look at going independent, there are many things to consider. At the forefront of their minds is how to best serve the interests of their clients. Going independent can offer advisors the freedom to act in the best interests of their clients as well as build their businesses, their way. By partnering with GVA, advisors gain the freedom to tailor their strategies, enhance their services, and leverage growth prospects according to their own vision and preferences. An important takeaway from this study is the finding that advisors could use more support in both the decision-making process, as well as the transition. This is where GVA sets themselves apart. We not only have a network of 170+ advisors to consult with, but also a dedicated transitions team focused on the advisor, working effectively and efficiently to launch them on their platform as quickly and smoothly as possible. GVA understands that no two transitions are alike, and as such, takes a personalized approach to each. With the right support and guidance, the journey to independence is an opportunity to redefine success on one’s own terms. Partnering with GVA allows advisors to leverage our network and resources to do just that. **Sal Stanzione – GVA Wealth Advisor, Florida Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Compliance Tracking # – 596212-2 Mike Burke Manager, Advisor Websites & Marketing After graduating from Penn State University with a B.A. in English, Mike began his career in B2B technology sales, learning how to close deals and, most importantly, developing thick skin. He then took on an operations and management role at a marketing firm, where he recognized a gap in the company’s capabilities and taught himself to design, code, and build websites while handling the day-to-day company operations and managing client relationships. Discovering his passion for design and technology and building up a web design and UX work portfolio, Mike spent the next six years at Comcast, fulfilling various roles on the digital and e-commerce teams, from UX designer to front-end developer to his final role as a Senior Art Director. After transitioning into management consulting, he was on the road for three years, working with enterprise-level companies such as Microsoft, Aon, and Vanguard and expanding his skill set from digital and web to organizational strategy and management. See Full Bio