Category: News

GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event

GVA believes in giving back to our local community and supporting those in need.  The charities we have chosen to support hold special meaning to us. While GVA supports many great causes, we focus on organizations that support veterans, children, and mental health awareness.

One charity we’ve had the pleasure of supporting is the Travis Manion Foundation (TMF.) Inspired by a legacy of service, TMF strives to unite and strengthen communities by training, developing, and highlighting the role models that lead them. TMF was founded in honor of 1stLt Travis Manion, USMC, who made the ultimate sacrifice for the safety of his patrol in 2007.

GVA particularly supports TMF because we feel a sense of duty to give back to those who have served and fought for the greater good. Military families make a huge sacrifice and we choose to support them in any way we can.

Not only is Travis’ story and the foundation dedicated to him an inspiration to us all, but the core values they promote align particularly well with the change we wish to see in the world. Those values include:

  • Build, Measure, Learn, Repeat – which embraces the entrepreneurial spirit and encourages a bias for action
  • Be Accountable – Do the right thing at all times
  • Purpose begins with Passion – We enjoy building relationships with one another and take pride in having an impact on our communities. 
  • Out of Many, One – Differences make us stronger and a more unified community
  • Fueled by Gratitude – Anything of great value requires great sacrifice to achieve.
  • Failure is a Bruise, Not a Tattoo – We are resilient. We are hopeful. We stay in the fight.

This week we had the pleasure of supporting them with a sponsorship at the 13th annual USMC Memorial Event where GVA’s James Spinelli participated in a golf tournament.

See below for a recap of our amazing day with beautiful weather. Learn more and get involved at https://www.travismanion.org/

Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub

GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients with a seamless and professional experience when it comes to booking both virtual and face to face appointments. With the ScheduleOnce online appointment booking tool, you receive a link to a fully branded landing page with YOUR photo, contact information, and calendar availability that is easily accessible to clients and prospects who need to meet.

Best part of all… If you are currently utilizing GVA’s Online Portal, this service is included!

ScheduleOnce Reviews and Pricing - 2020

This solution directly integrates with both your Salesforce and Outlook calendar!

If you would like to sign up for this service, please email Colton Pence, stating you would like to sign up and either Colton, or another member of the GVA team will reach out.

Great Valley Advisor Group Adds Bernicke Wealth Management

The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources

Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business strategy resources, has added Bernicke Wealth Management (“BWM”) to its network of advisors. BWM joined GVA via its hybrid affiliation model.

Based in Altoona, Wisconsin, BWM is an independent wealth management firm that provides comprehensive investment management, estate and tax planning strategies for wealthy individuals and families. Under the leadership of Founder and President Ty A. Bernicke, the firm has grown to a team of 21 employees and manages over $500 million in client assets. BWM aligned with GVA as it sought the opportunity to maintain its independence and grow, and it will take advantage of GVA’s expansive advisor network, as well as the technology and compliance solutions.

“GVA is dedicated to supporting advisor growth and long-term practice success by providing access to best-in-class technology and compliance solutions,” said James J. Spinelli, Chief Operating Officer and Managing Director at GVA. “As the BWM team diligently searched for the right partner, GVA stood out as a natural fit.”

“We are an independent firm and safeguarding this independence was of chief importance to our team,” said Bernicke. “We sought a partner who we could trust to help us grow our business and who would support the practice philosophy that is core to our work and client service. The real value in joining GVA is realizing the distinct competitive advantage the partnership provides in terms of compliance and technology solutions. We’re excited to join the GVA network and take advantage of its benefits.”

With a centralized focus on helping financial advisors grow and achieve long-term independence in their businesses, GVA partners with select advisors and offers customized and integrated technology tools, comprehensive compliance oversight and back-office services, asset management, succession solutions, and proprietary advisor billing and compensation software. Advisors can affiliate with GVA by joining the RIA, utilizing its Office of Supervisory Jurisdiction (OSJ) or via a hybrid model. The GVA advisor network includes 26 offices across the country, who collectively manage over $3.25 billion across its advisory and brokerage businesses.

“We recognize that independent advisors have worked tirelessly to build their businesses and emerge as leaders in the industry,” added Spinelli. “Yet they face mounting challenges to maintain these levels of success. Our goal is to help them grow their businesses by removing some of the operational and compliance burden. For example, in addition to our in-house compliance team, we also partnered with Cipperman Compliance Services for external oversight. GVA gives advisors and their teams the flexibility to focus on client service and creating solutions for their clients.”

BWM joined GVA on June 18, 2020. The firm will maintain its BWM branding and Wisconsin headquarters.

GVA Welcomes Millstone Wealth Management

Millstone Wealth

Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth Management team to GVA’s RIA Only platform. Millstone Wealth Management reports having served approximately $220 million in advisory assets*. They join us from Thrivent Financial.

About Great Valley Advisor Group

Great Valley Advisor Group (“GVA”) is a technology driven full-service Registered Investment Advisor. GVA partners with select independent financial advisors by providing customized technology, investment strategies, compliance, and back-office solutions. With access to multiple custodians and third party money managers, our advisors have the choice and flexibility to run their business the way they want. For more information, visit greatvalleyadvisors.com.

*Reported assets and client numbers have not been independently and fully verified by Great Valley Advisor Group.

GVA enables Financial Plan Billing through AdvisorBOB!

In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within AdvisorBOB, GVA has enabled financial planning functionality within AdvisorBOB to all advisors of the firm immediately.

Whether you collect a one-time, or subscription based payment, this information is securely stored and processed on a frequency basis. The overview includes frequency, creation date, amount, status, and more!

Interested in learning more? Contact GVA Today!

 

LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement

Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL, including Great Valley Advisor Group. Say Goodbye! As of October 22, 2018 LPL is eliminating the minimum advisory asset requirement based on data suggesting it was not effectively contributing to growth. For more information regarding this strategic change, please visit the URL below.

https://lplfinancial.lpl.com/news-media/newsroom/lpl-stories/lpl-financial-strategic-enhancements-include-elimination-of-the-hybrid-ria-minimum-asset-requirement.html

GVA Launches a Proprietary Salesforce Risk Questionnaire

GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows the advisor to gather important risk information through an online questionnaire taken by the client. Once the client completes their risk questionnaire, a record is created in Salesforce, and the appropriate risk score populates on their profile.

Want to send questionnaires weekly, quarterly, annually? No problem! The frequency is up to you, as each response will create a new record under the client, and save any of the old responses within the system. You may either send the questionnaire directly to the client, or complete while in the office during a meeting.

Earlier this year GVA introduced their fact finder for initial account opening. A quick secure link which helps the advisor gather important client information for opening up accounts in good order. We have integrated both to ensure your client opens their account and gathers a risk score right from the start, leaving the meeting to talk about their accounts and not paperwork.

Want to learn more? Contact GVA today to get started!

GVA Partners with Cipperman Compliance Services

Great Valley Advisor Group announces partnership with Cipperman Compliance Services

Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that provides outsourced compliance services to the investment management community. With 80-plus relationships, CCS qualified professionals have the knowhow to protect the firms’ reputation and meet the demands of the regulators.

“Compliance is a top priority for us at Great Valley Advisor Group” said James Spinelli, COO, Managing Director. “We selected Cipperman because of their proven experience in the investment industry – delivering customized materials and testing capabilities. According to Todd Cipperman, Principal at CCS “Compliance is all we do. We have no distractions. Our high-touch engagement combined with the teams in depth regulatory analysis delivers confidence, independence and accountability.”

About Great Valley Advisor Group (GVA)

Great Valley Advisor Group delivers support and confidence to independent advisors through a customized RIA platform. Offering a plug and play structure provides the new advisor with access to a customized CRM system, customized document management tool, compensation software, as well as additional tools right at their fingertips. Our dedicated support team focuses on providing the best possible service to each advisor, hosting monthly & quarterly update calls, as well as making sure they get the right answer for their clients.

For more information about Great Valley Advisor Group call 302-483-7200 or visit our website www.greatvalleyadvisors.com

AdvisorBOB© is live!

AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution …. This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating in house money management program fees, paying solicitors, and more. Did we mention it helps value your overall book and has an easy import process that is flexible enough for multiple vendors?

If interested in AdvisorBOB for your firm, please contact us.

www.advisorbob.com

RIAFees.com is now live!

At GVA, we strive to provide the most up-to-date technology to our advisors. We introduced GVA’s Online Portal earlier this year, and now we are happy to announce the RIA Fees Portal (RIAFees.com) is now live!

RIAFees.com allows our advisors to view detailed and consolidated advisory fees in one convenient location. To help you better understand your practice, the portal links to all your advisory split rep IDs and includes in depth reporting.

Looking to charge a program fee on proprietary models? No problem! RIAFees.com allows you to create a firm and set a fixed or tiered fee structure.