A complete list of active advisors currently associated with Great Valley Advisor Group, LLC

Warmer can help you find a great advisor at Great Valley Advisor Group, LLC or one who fits your needs even better.

Great Valley Advisor Group provides investment management, financial planning, and retirement‑plan advisory services primarily for individual and high‑net‑worth clients, and also works with trusts, retirement plans and other fiduciary accounts. The firm offers both discretionary and non‑discretionary portfolio management, a range of third‑party advisor programs, and comprehensive financial planning and consulting engagements. GVA constructs tailored portfolios and conducts ongoing monitoring and rebalancing, deploying in‑house strategies and model portfolios as well as outside managers through multiple sponsor platforms (including LPL, Fidelity, SEI, and Schwab). The firm also uses third‑party platforms such as Pontera to manage held‑away retirement assets and performs formal due‑diligence reviews (SOC reports, ADV filings, cybersecurity policies) on its third‑party advisers. Noteworthy features include a formal affiliation with Heike Law Offices, LLC to provide clients with estate‑planning and trust document services under a compensated arrangement, and a minority investment by LPL Capital Partners alongside a custody/clearing relationship with LPL — both relationships the brochure identifies as potential conflicts of interest. GVA also maintains multiple service relationships (e.g., SEI, Buckingham Strategic Partners) and notes that some IARs spend a significant portion of their time selling insurance products, factors that can influence product availability and the firm’s supervisory responsibilities.

To learn more about the advisors currently working at Great Valley Advisor Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.