By Mike Burke on June 13, 2024April 4, 2025 Berwyn, PA – Great Valley Advisor Group was established in 2012 with a clear vision and purpose: to create a technology-driven, full-service Registered Investment Advisor (RIA) firm tailored to fiduciary advisors. As a team of like-minded professionals, we proudly prioritize our clients’ interests above our own. Technology forms the cornerstone of our company, allowing us to streamline our service offerings so advisors can concentrate on their most valuable asset – their clients. Our tech-based platform is both flexible and scalable, a key factor that has supported our growth to 170 advisors across the U.S. and over $9B AUM in just over a decade. In 2022, we re-launched the GVA Asset Management (GVAAM) team. Under the leadership of our Chief Market Strategist, Eric Parnell, CFA, the team offers independent economic and market research along with proprietary asset management models, with the purpose of enhancing the investment opportunities available to our advisors and their clients. Eric and the GVAAM Team have developed a variety of blended and ETF models managed in-house at our Berwyn, PA headquarters. These investment models range from all-stock options to fully diversified allocations. Remarkably, the advisory AUM invested with our internal Asset Management team has quadrupled in just under two years, growing from $250 million to over $1 billion (as of June 10, 2024). We identified a need to manage client asset allocation, incorporate industry-leading research, and report audited performance for our advisors. We were confident that Eric Parnell, CFA, was the ideal person for the role. Two years into the program, the results have validated our confidence. We are delighted to offer this service to our advisors and commend Eric and his team for their dedication and achievement of this milestone, – GVA COO & Founder James Spinelli, ChFC®, AIF®. 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. 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