Great Valley Tax & Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Great Valley Tax & Financial Services provides advice-only financial planning, tax planning, and tax return preparation to individuals, families, and clients of other advisers, including high-net-worth clients. The firm does not manage or custody client assets; implementation of recommendations is the responsibility of the client or a third-party adviser and custodian.
The firm follows a long-term, passive investment philosophy based on strategic asset allocation and modern portfolio theory, and uses a combination of quantitative and qualitative analysis when evaluating investments and manager choices. Unlike most investment-manager firms, it bills on an hourly or flat-fee basis and does not charge percentage-of-assets-under-management or performance-based fees.
What's distinctive is the integration of tax practice capabilities with advisory work: the principal is an enrolled agent who continues to provide tax preparation, tax-planning services, and IRS representation, and spends a portion of the year focused on tax engagements. The principal’s academic and industry background — including a doctoral degree in economics and senior roles at large financial and data firms — and the firm’s role advising clients of other advisers set it apart from many small advisory operations.
Client services
Expertise
Fee options
Flat fee for full financial plan is $3,500
$250 per hour
Minimum fee: $125 minimum fee for hourly engagements Fee-only: Hourly fee of $250 per hour; Flat fee for financial planning $3,500; Tax planning fees range from $500 to $2,500; Tax preparation fees range from $400 to $2,500
Main office
Paoli PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Cieslinski, Alev Suer · Great Valley Tax & Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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