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Brian L
CFP®, Series 63, Series 65
Stillwater, MN
Great Valley Advisor Group, LLC
Brian Limborg is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Great Valley Advisor Group, LLC and has previously worked at EFS Advisors and Advanced Advisor Group, LLC. Outside of his advisory work, Limborg is involved in managing several family-owned businesses, including a cafe and a resort, and serves as president of the Sigma Nu Holding Association and vice president of the Little Whitefish Lake Association. 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 and financial planning, emphasizing individualized portfolio construction through a combination of in-house strategies and third-party platforms.
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