Berryville, VA Office

Team
Updated today

Client AUM

$9,258,067,006

Clients

36,836

Advisors

2

Of 190 advisors across 77 offices

Location

30 W. Main Street

Berryville VA 22611

Advisors at this office

2

Advisors at this office

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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
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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
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