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.