Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michael D

Series 63, Series 65

Berryville, VA

Great Valley Advisor Group, LLC

Michael Danjczek is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at LPL Financial, Madison Avenue Securities, Brighter Financial Capital Management, Clark & Associates, Kalos Capital, and Prudential Financial Planning Services. Outside of his advisory work, he is a marksmen trainer and coach in Berryville, VA. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement consulting, utilizing a combination of in-house strategies and third-party managers across various platforms.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
user avatar
firm logo

Kristen M

Series 65

Berryville, VA

Great Valley Advisor Group, LLC

Kristen Money is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and five years of industry experience. She has worked at First Light Financial, Brighter Financial Capital Management, Kalos Capital, and Clark & Associates. Outside of advising, she has engaged in insurance activities through Clark & Associates, Inc. Financial Solutions. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

Retirement income strategy Business exit / sale strategy Tax strategies for small businesses Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)