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Benjamin H
CFP®, Series 66
Kutztown, PA
Great Valley Advisor Group, LLC
Benjamin Haas is a CFP® with 20 years of industry experience, currently serving as an advisor at Great Valley Advisor Group, LLC since 2021. His prior experience includes roles at US Financial Advisors, LPL Financial, and Ameriprise. Haas also manages Haas Financial Group, which he established in 2015 for tax and investment purposes. 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 and financial planning, emphasizing individualized portfolio construction and ongoing oversight using both in-house strategies and third-party managers.
Adam W
CFP®, Series 66
Kutztown, PA
Great Valley Advisor Group, LLC
Adam Werner is a CFP® professional with 18 years of industry experience currently with Great Valley Advisor Group, LLC. He has prior experience at U.S. Financial Advisors, LLC and has maintained an affiliation with LPL Financial, LLC since 2015. Werner provides administrative support for Great Valley Advisor Group, an independent investment advisory firm. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, and trusts. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing both in-house strategies and third-party managers with ongoing due diligence and portfolio oversight.
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