Your Adventure, Your Decisions, Your Story.

We’re here to listen and understand your vision for the ideal financial practice. We’ll explore what’s motivating your potential move and identify the key aspects of your business you’d like to enhance. By uncovering your needs and goals, we’ll help you find the path that best aligns with your future.

Photo of GVA advisors in a conference room

Path 1 – The Guided Advisor

Turning Your Vision into Reality

Our team will help guide you through the Advisor Onboarding Process, working closely with GVA Corporate teams to help you confidently establish your ideal office.

What’s Included?

GVA SecureOffice – A comprehensive Windows 11 and Office 365 solution featuring secure and compliant email, internal communication (Teams), efficient document storage, and automated calendar scheduling.
GVA Salesforce – A fully customized Salesforce solution developed in-house based on advisor feedback, includes data-feeds, third-party integrations, and a secure on-line client fact finder.
GVA Marketing & Branding – Collaborate with GVA Marketing to establish your brand, including your business name, logo, website, and overall design strategy, ensuring a strong and impactful launch.
AdvisorBOB – Proprietary advisor compensation software designed to deliver a dynamic platform for both stand-alone advisors and multi-advisor offices.
Compliance Support – All policies, procedures, and manuals are maintained and regularly updated by GVA’s compliance team.
Succession Plan – Protection from the unexpected. A tailored succession plan with a monthly valuation from Day 1.

Additional Solutions Offered

GVA Asset Management
GVA Marketing & Branding
GVA Retirement Partners (401k)
GVA Insurance Brokers

Path 2 – The Integrated Advisor

Join an Established Office

Seamlessly integrate into a thriving GVA-affiliated office and access competitive growth opportunities. With a network of over 60 firms, you’re sure to find the perfect fit!

Established Credibility & Trust – Hit the ground running with a well-known, reputable brand, reducing the time and effort needed to build your own.
Turnkey Infrastructure – Gain access to existing operational support and administrative resources, allowing you to focus on client relationships and growth.
Cost Efficiency – Avoid the costs of starting from scratch by leveraging shared resources, office space, and technology already in place.
Multiple Models Available – Choose the best path for your next step. GVA’s network of offices offers both W2 and 1099 opportunities, allowing you to find the right fit for your career and business goals.
Retain Book Ownership – Maintain full ownership of your clients while benefiting from collaboration with fellow professionals within your firm.
See a complete list of available offices in our Network of Advisors

Path 3 - Profit & Partner

Monetize Your Business with Confidence

Whether you’re exploring a minority investment through our Advisor Alliance model or considering a full acquisition, we work with you to identify the right deal to drive strategic and financial growth for your business.

Advantages

Simplify your exit while maximizing the value of your book.
Transition confidently with GVA’s financing and operational expertise.
Secure competitive buyout terms with flexible exit strategies.
Financial advisory firm examples include Napier Financial, Innovative Planning Group, GVA Wealth Management, and similar outfits.

Key Points

GVA offers three flexible affiliation options.
Advisors have access to established offices that are ready for plug-in opportunities.
GVA can acquire books of business and provide full servicing.
GVA provides clean exit and succession planning options in each channel.

Learn More About GVA’s Platform

Learn more about how GVA supports our advisors as they transition to our platform with the GVA Podcast Series, The GVA Way.

Advisor Edge: The GVA Way – Episode 1

Watch Video

Advisor Edge: The GVA Way – Episode 2