Pick Your Model Whether you’re an advisor planning for succession, an RIA looking to wind down, or an advisor ready to grow their independent practice, Great Valley Advisors has the solutions to support you. Chart Your Path We have successfully transitioned 100% of advisors and RIA owners who have engaged with us, and are confident that we have the experience, tools, and support to ensure your success – no matter which model you choose. Succession Models You spent your entire career guiding clients into retirement – but when was the last time you focused on your own? GVA is your go-to team for creating comprehensive succession and contingency plans so you can wind down your practice the way that best suits you and your clients. Protect Your Practice Affiliation Models When you join GVA, you become a part of a nationwide network of advisors dedicated to elevating experiences for their clients. We will be with you every step of the way, through transition and launch, providing you with the solutions you need to grow smarter, faster, and better. Join GVA Understand Your Options Not sure which path is right for you? We can help. Speak with an expert to understand all the options available to you and the models that may best suit your needs. To explore how GVA can best support you and your practice, please contact our Operations Team The best part about being with GVA is that you're not a number. You're not lost in this big sea of financial advisors. The thing I like most about them is that you're family. I’m getting the kind of support I was looking for, and I couldn’t be happier. Traci P. , GVA Advisor, Wisconsin GVA is very much aligned with the culture we have at our own firm. When I initially met James, the confidence he had in GVA’s culture, and the way he treats people, very much aligns with the way I like to be treated and the way we treat our clients and our staff. Basically, we put clients and employees first, on a pedestal, and treat people well, in general. Ty B. , CFP, GVA Advisor, Wisconsin I've been with six firms over my 35-year career and I've never been happier. The GVA Team is just very laid back. They let you run your business the way you want to run your business, provide you with technology and support that you need... just hands-off. Robert S. , GVA Advisor, Pennsylvania What attracted me to GVA was their collaborative effort. They truly work to find solutions to fit our practice and benefit our clients. GVA has delivered on everything that we've kind of asked for. I'm excited about our partnership, and to continue to grow alongside GVA—I'm looking forward to what the future holds. Chuck B. , GVA Advisor, Minnesota Questions? Let's talk! (610) 296-7630 info@greatvalleyadvisors.com Berwyn, PA 920 Cassatt Rd, Suite 202 Berwyn, PA 19312 (610) 296-7630 Wilmington, DE 1200 Pennsylvania Ave, Suite 202 Wilmington, DE 19806 (302) 483-7200 Braintree, MA 30 Braintree Hill Office Park, Suite 202 Braintree, MA 02184 (610) 296-7630 Boca Raton, FL 3837 NW Boca Raton Blvd, Suite 100 Boca Raton, FL 33431 (610) 296-7630