GVA Announces the Return of Its Annual Advisor Conference in 2025

Great Valley Advisor Group has announced the much-anticipated return of its Annual Advisor Conference (AAC), set to take place November 9–12, 2025, in Charleston, South Carolina.

Hosted at the elegant and historic Hotel Emeline, located in the heart of downtown Charleston, the 2025 conference will bring together GVA’s nationwide network of financial advisors for four days of professional development, collaboration, and community-building.

The event is a signature gathering for GVA, providing its advisors with the opportunity to reflect on the year’s achievements while engaging in high-impact discussions around growth strategies, practice management, and operational efficiency — all designed to support and elevate advisors’ practices.

The 2025 AAC is expected to maintain the spirit of previous conferences — serving as a cornerstone of GVA’s commitment to advisor success. The Conference offers a platform for shared learning and celebration, blending business with inspiration and engaging social experiences.

Though exclusive to GVA’s affiliated advisors, the event reflects a wider trend in the independent advisory space — prioritizing advisor support, peer-driven growth, and meaningful connection. GVA’s AAC exemplifies the firm’s commitment to advisor development, engagement, and industry leadership.

And finally, we are proud to announce that Stephanie Bogan, founder and CEO of Limitless Advisor Coaching, will serve as the keynote speaker. With nearly three decades in the wealth management industry, Bogan is widely recognized for helping advisors build high-performing, lifestyle-aligned practices. Her coaching blends behavioral science, mindset development, and business strategy to drive sustainable growth without sacrificing personal well-being. A frequent speaker and industry thought leader, Bogan is known for her engaging, transformative presentations. At AAC 2025, she will share insights on building client-centric businesses that deliver both professional success and personal fulfillment.

GVA Advisors, registration is now open! We invite you to visit the 2025 Annual Advisor Conference page on the Intranet for details and to register now.  Let’s make 2025 our best AAC yet!

Questions? Please contact events@greatvalleyadvisorgroup.com.

author avatar
Stef Dolan Director, Marketing
Stef joined the GVA Marketing team in 2022, and in her current role as Director of Marketing oversees all website, social media, video, podcast, external marketing, event planning, and advisor marketing programs. Stef has been involved in marketing and advertising since graduating from Columbia University in 2006. She began her career agency-side at Ogilvy and Digitas in New York. Then, after relocating to Pennsylvania, Stef led the digital team at a medical publishing company for 8 years, producing content and videos for world-class brands and surgeons worldwide.