GVA Welcomes Millstone Wealth Management

Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth Management team to GVA’s RIA Only platform. Millstone Wealth Management reports having served approximately $220 million in advisory assets*. They join us from Thrivent Financial.

About Great Valley Advisor Group

Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. GVA partners with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. For more information, visit greatvalleyadvisors.com.

*Reported assets and client numbers have not been independently and fully verified by Great Valley Advisor Group.

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James J. Spinelli, ChFC®, AIF® Co-Founder & CEO
James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team.