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

In Episode 9 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts EVP of LPL Capital Partners, Jeremy Holly at our annual VAST conference in Napa, CA.  LPL Capital Partners provides solutions designed to support advisors at every stage of their lifecycle, helping them grow and safeguard their business. A partnership that GVA has found invaluable as we continue to expand and offer new opportunities to our advisors. 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 9
Great Valley Advisor Group has created a subset of advisors that we refer to as our VAST Advisors. To qualify as a VAST Advisor, one must be in the top 15% of the GVA advisor family. VAST Advisors have access to quarterly interactive calls, as well as a biennial conference – and more. The 2024 Summit was hosted at Silverado Resort & Spa, in Napa, CA. Set on 1,200 rolling acres of oak groves and vineyards the resort combines luxurious accommodations with outstanding dining, two PGA championship golf courses, a full-service spa, tennis, bocce, biking, and more. Invitations were extended to our 30 VAST advisors, as well as a handful of Trailblazers. Trailblazers are stand-out, up-and-coming advisors who embody a passion for innovation and growth. The VAST Summit is an incredible opportunity for the best of the best within the GVA family to discuss strategy, share best practices, and celebrate successes. Summit topics included the high-net-worth marketplace, practice management, the premium practice, positioning strategies, tools for efficiency, M&A experiences, and behavioral finance. Our 2024 main event sponsors were Victory Capital, State Street Global Advisors, FS Investments, Easterly, and JP Morgan Asset Management, and we also had the support of Coastal Insurance and Razor Technology – and we are truly grateful for their presence and support.
2024 GVA VAST Conference | Silverado Resort, Napa, CA
Market Rally & Political Uncertainty: The recent equity market rally is driven by clarity regarding who will control the White House, Senate, and House, providing investors with a clearer outlook on future policy directions. Campaign Promises vs. Legislation: While campaign rhetoric provides insight, not all proposals will pass through legislation. Investors should be cautious when positioning portfolios based on campaign trail developments and continue to maintain their focus on their long-term investment plan. Historical Market Trends & Political Sweeps: Historically, markets tend to rally in the first year following a political sweep, show uneven performance in the second year, and experience delayed legislative impact, which can take years to materialize. 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 | November 12
In this episode, Eric touches on recent concerns with the market that have re emerged following the recent all time highs of the S&P 500. 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 Insight | October 30th
What's not to like about today's market? We have new all time highs, the Fed cutting rates, and economic growth. 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 16
Eric Parnell returns to MoneyMattersTV with co-host Michael Dever to discuss the current market environment and answer viewer questions. 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. Mike Dever, 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 Co-Hosts MoneyMattersTV
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