G
Great Valley Tax & Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Tax preparation and tax planning services
Tax preparation and tax planning services
Expertise
Divorce financial planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
General tax planning
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 location
Great Valley Tax & Financial Services
Paoli PA, United States
Number of offices
1
Most active in
Great Valley Tax & Financial Services has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")