Our Culture

When we founded Great Valley Advisor Group, our leadership team thought about three pillars on which we wanted to base our company culture. We decided on family, authenticity, and transparency. At GVA, our team strives to provide our advisors with the highest possible levels of service and collaboration. Our family of advisors feels confident that meeting their needs is the driving force behind our decisions.

For our advisors to best serve their clients, GVA needed to provide solutions for advisors, even if that meant coming up with a new way of doing things. Our internal team offers the highest possible level of customer service, providing the tools and support to ensure every advisor continues to trust us with their client’s assets. Our objective behind each interaction is for our advisors to leave the conversation feeling they received outstanding respect, care, and attention.

GVA’s national network of advisors was purpose-built with advisors and partner firms that align with the GVA culture. Establishing a family-first environment that ensures newly independent financial advisors feel they’re joining a group of like-minded, supportive, and authentic people has been the most essential tenet of our success.

Our culture of guidance and support across all the needs an advisor faces, whether it’s technology integration, compliance, marketing, or growth strategy, enables us to address any issue a growing advisory firm will face. We pride ourselves in ensuring our advisor’s feedback is heard, their problems are addressed and fixed, and their expertise and intuition are leveraged to drive future growth across our network.

We’ve also built a team that enjoys spending time together, from happy hours to our yearly advisor conferences; anyone who joins the GVA network through one of our paths is never isolated from professional support, collaboration, and plentiful opportunities to network and socialize.

If you are an advisor interested in going independent and joining GVA, please explore our Prospective Advisors section.

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

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