By Stef Dolan on May 31, 2023June 6, 2023 Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA advisory business based in Woodbury, MN, has acquired Bridge Investment Group (BIG), a $140 million firm, based in Hudson, WI. BIG’s two main offices, Hudson and Amery, WI, will remain open and operating, and we welcome the following team members to the GVA and IPG family: Jodi Gibson (Financial Advisor), Jordan Wold (Financial Advisor), Duane Swanson (Financial Advisor), Dawn Bembenek (Client Services). “Innovative Planning Group provides an incredibly high level of service and care, has deep roots in the Western Wisconsin region, and provides expertise in each area that’s important to our clients, and to us. We are confident that under the IPG and GVA umbrella our clients will receive the same caring and diligent approach, and the services available to our advisors will only enhance our ability to service our clients.” Duane Swanson | BIG Founder and Advisor Bridge Investment Group was founded by Duane Swanson (“Dewey”) in 2005. The team’s focus has always been to serve clients’ unique needs and bring a team approach to add measurable value to clients’ financial lives, many of which have now spanned multiple generations. Swanson and his team, who had previously been with Cetera Financial Group, conducted a detailed and exhaustive search to secure the future of their advisory practice. They believe the new relationship with Innovative Planning Group is the most beneficial path forward for their clients, providing them with even more value and resources. In addition to the support and backing of LPL Financial through GVA, Swanson found the following IPG capabilities attractive for their clients: a CFA charter holder who builds portfolios and provides clarity on market and economic events, a financial planner to assist with your retirement income and planning needs, a CPA in the office full time to help with tax planning and other tax-related concerns, strong relationships with attorneys in the area for any estate planning and legal needs. “We’re tremendously excited to have the Bridge Investment team become part of the Innovative Planning family. Bridge’s longstanding, impressive legacy, and our own commitment to maintaining a dedicated, client-centered culture, make the acquirement a perfect fit. The team has demonstrated true passion in serving their clients, as evidenced by generational relationships that span decades. I’m confident our collaborative culture, strong operational services through the backing of LPL and GVA, investment management, and holistic planning will only serve to enhance what the team already does at a high level.” Mike Laatsch | IPG President and Advisor BIG represents GVA’s most recent acquisition in 2023, having added 17 advisors and 4 new offices this year alone. “GVA is primed for growth. We added 39 advisors and 14 advisory offices in 2022, and we are on target to surpass that in 2023. And while growth is of utmost importance, so is maintaining our family-like environment. We pride ourselves on just being a call away to our advisors” James Spinelli AIF®, MSF | GVA Co-Founder and COO