Let's Get Started!

We are excited to begin discussing your goals, designing solutions, and working together to help you reach your goals. Let's start by gathering pertinent data.

Welcome to our Secure Online Client Fact Finder!


Our secure online client fact finder allows your financial advisor to collect important information to help us understand your investment needs. After you complete the following questionnaire below, you will receive a risk questionnaire email with 12 important questions for you to answer. Each questionnaire should take 5-7 minutes to complete. 

If you have any questions regarding our fact finder, or the risk questionnaire, please reach out to your financial advisor. Thank you! 

Primary Owner -  Personal Information


Please enter the primary owner's personal information.
Please enter your identification information. Please note that this is optional.

Primary Owner - Address Information


Please enter the primary owner's address information.

Primary Owner - Employment Information


Please select the appropriate industry from the list below. If you are currently retired, Congrats!, please select “Retired” from the dropdown and enter your previous occupation.

If you are
retired, please pick your previous industry, listed retired in the Occupation field, and put your previous employer (Congrats!).

Primary Owner - Trusted Contact


The trusted contact person is intended to be a resource for GVA in administering your accounts, protecting your assets, and responding to possible financial exploitation. The trusted contact must be 18 or older, and would not be able to conduct transactions in your account.

Secondary Owner - Personal Information


Please enter your identification information. Please note that this is optional.

Secondary Owner - Trusted Contact


The trusted contact person is intended to be a resource for GVA in administering your accounts, protecting your assets, and responding to possible financial exploitation. The trusted contact must be 18 or older, and would not be able to conduct transactions in your account.

Financial Information


Please select your annual income, net worth, and liquid net worth from the lists below (Liquid Net Worth should be less than or equal to Net Worth). You will also need to state your applicable tax bracket.
Liquid net worth is exclusive of real estate; only include assets that can be liquidated within 30 days.

Source of Wealth


Please select the appropriate source(s) of wealth and income from the options below.

Investment Experience


Please indicate the number of years of experience you have for each investment type below.

Personal Asset Information


What are your assets/investments (includes positions held outside and under Great Valley Advisor Group)? Please indicate percentage of assets in whole numbers exclusive of primary home (must equal 100%). 

Investment Time Horizon and Liquidity Needs


Beneficiary Information


The below section allows you to list up to 3 beneficiaries for your retirement account assets. If you are not familiar with beneficiaries, you may ignore this section and reach out to your financial advisor for additional information. 
Beneficiary 1 Information
Beneficiary 2 Information
Beneficiary 3 Information