A complete list of active advisors currently associated with Great Valley Tax & Financial Services

Warmer can help you find a great advisor at Great Valley Tax & Financial Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Great Valley Tax & Financial Services, 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.

Name	Location	Years of experience
Alev Cieslinski	Paoli, PA	0

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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