Charting Your Course to a
Brighter Financial Future

Navigating Financial Success Together

Why GVA Wealth?

At GVA Wealth, we believe that successful financial planning goes beyond just numbers — it’s about creating a holistic strategy that aligns with your life goals and values.

Our comprehensive approach to financial planning is designed to provide you with a well-rounded, personalized roadmap for every stage of your life.

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About GVA Wealth

We are a planning-first, independent fiduciary, providing objective advice based on personalized financial advice.

Our primary objective is to help each of our clients achieve their goals and build a secure future for their families.

We understand that each client's journey is unique and take an assertive, client-first approach to wealth management.

We offer customized financial planning and investment management services tailored to specific needs and objectives.

Our Team

The GVA Wealth team consists of experienced professionals with a hands-on approach to financial guidance. Our team has expertise across a variety of areas, and work together to build customized financial solutions for each client's unique needs.

Wealth Managers

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Retirement Solutions

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Administrative Staff

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Trading & Operations

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Who We Serve

Recent Retirees

Those who have worked hard their entire lives, have recently retired, or those who are within 5 to 10 years of retirement, and are looking to reach the finish line and work towards their lifestyle goals

Business Owners & Entrepreneurs

Independent thinking, self-motivated business owners who want to preserve what they have built and build wealth to create future opportunities

Executives

Business leaders with a busy schedule who want to outsource their financial and estate planning, ensuring their needs are understood by a valued partner

Medical Professionals

Similar to executives, medical professionals who are hyper focused on their career goals and helping people can leave the financial planning to a reliable advisor

Special Needs Planning

Families with unique life circumstances that need to provide for themselves and their dependents, and navigate the complicated world of long term care and life planning

Our Process

A detailed planning process is the ideal way to establish financial independence. Once we get to know each client we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.

Introductory Meeting

This is the first part of establishing a fruitful partnership, where we get to know each other and build a strong foundation to work from. In this phase we identify long-term client goals, short-term priorities and preferences, as well as any potential obstacles. During this phase we will mutually establish expectations, and understand each client's current financial situation.

Exploration Phase

Based on our introductory meeting, we then take a deeper dive into our client's individual situation. During this session we begin to strategize a preliminary plan as we engage in a more comprehensive discussion about personal and financial goals. The more open this phase is, the more our investment strategy is able to be tailored to our client's specific needs.

Detailed Planning

In this phase, we outline an easy to follow roadmap that helps lead our clients towards their financial goals. We specifically address the areas of greatest importance to each client, whether that is retirement, early investment options, risk management, insurance, home ownership, estate planning, etc. and detail the steps needed to address each specific area.

Ongoing Advice

Client priorities and goals inevitably shift during their lives, which is why we proactively manage our customized financial plans. We embrace change. As life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we we are a consistent presence to ensure that our bespoke financial strategy evolves with our client's needs.

Videos

We're proud to present Episode 8 of our podcast, Advisor Edge: The GVA Way. This episode features David Raymond a Financial Advisor at Doylestown Wealth Management, discussing the importance of succession planning. Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Advisor Edge: The GVA Way - Episode 8
Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, was featured on the October episode of MoneyMattersTV to discuss the debate, federal rate cuts, and everything we should think about in the markets as we enter Q3 and Q4. MoneyMattersTV is a 30-minute business program, produced and distributed by Comcast and available in over 680,000 homes in the greater Philadelphia region. The purpose of the show is to encourage investors to think calmly and rationally, refresh their perspective on the long-term and recent history of the market, and encourage them to review their investment strategy. GVA was honored Eric was invited back to the show, and we are thrilled to share his segment with you. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted. Dan White, Eric Parnell, and any guest speakers are independent entities and not affiliated with Great Valley Advisors or LPL Financial. MoneyMattersTV, Great Valley Advisors and LPL Financial are separate entities.
Eric Parnell Featured on MoneyMattersTV for October of 2024
It's the fourth quarter of 2024, and the U.S. stock market is at new all-time highs. Since the middle of the year we've seen a distinct change in market leadership. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.
GVA Market Insights | October 2
They're finally here! After a two year wait, the U.S. Federal Reserve is finally ready to deliver on the interest rate cuts that investors have been waiting for. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.
GVA Market Insights | September 19
In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC®, AIF® hosts Chief Executive Officer Colton Pence and Manager of Advisor Compensation Alexandra Mayeaux from AdvisorBOB. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Numerous registered investment advisories of all sizes – from startups to Forbes top 100 – use AdvisorBOB to calculate advisors’ compensation, send payouts, and manage their business. Welcome to Advisor Edge: The GVA Way, a podcast series created for financial advisors navigating the complexities of transitioning from a traditional firm or considering branching out independently for the first time. We are attuned to the anxieties and hesitation that accompany transitioning to independence. This podcast will deliver clarity and expertise by answering common questions and guiding you through the services and support GVA provides during the transition process. From establishing your brand to building a client base and managing compliance, we'll provide the insights and resources you need to thrive in your new venture. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Advisor Edge: The GVA Way - Episode 7
We are 9 weeks out from the election, and Chief Market Strategist Eric Parnell dives into what to expect for the markets as we get closer to November. Great Valley Advisor Group is excited to present the latest episode of our video series featuring our Chief Market Strategist, Eric Parnell, CFA. At under 3-minutes each, these bi-weekly videos are meant to provide concise observations on relevant economic indicators to strengthen your knowledge and understanding of current market trends. Eric Parnell is solely an investment advisor representative of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell are his own and are not those of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted.
GVA Market Insights | September 5
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