Great Valley Advisor Group would like to welcome Sentient Wealth Group to our family! Sentient Wealth Group (SWG) prides themselves on having a team of dedicated, experienced, and highly skilled financial advisors and staff who are committed to helping their clients achieve their financial goals. The firm is led by advisors Josh Decker, CFP® and Matt Martinson, and supported by Lisa Decker, Samantha Haugen, Joshua Ask, Katherine Renfro-Decker, and Kim Reeves. During their transition to independence the SWG Team worked closely with the GVA Onboarding & Marketing teams to develop a DBA name and logo, build out a custom website, design print collateral materials, and more. We are all thrilled to have Josh, Matt, and the entire SWG Team onboard - and all of us here at GVA send a warm welcome to each of you! Great Valley Advisor Group is a technology-driven, full-service Registered Investment Advisor. We invite you to learn more about our customized solutions here: https://lnkd.in/eme8Se2s
Great Valley Advisor Group
Financial Services
Berwyn, Pennsylvania 811 followers
Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor.
About us
Great Valley Advisor Group (“GVA”) is a technology-driven, full-service Registered Investment Advisor. GVA partners with select, independent financial advisors to streamline their business and provide best-in-class investment strategies, compliance solutions, back-office, and operational support, and the most comprehensive technology suite available.
- Website
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https://www.greatvalleyadvisors.com
External link for Great Valley Advisor Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Berwyn, Pennsylvania
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Registered Investment Advisor, Hybrid RIA Model, Seamless Transition Assistance, Compliance, Succession Solutions, CPA Alliance, Cross Platform Program, Service & Technology, FinTech, and Financial Technology
Locations
Employees at Great Valley Advisor Group
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Eric Parnell, CFA
Chief Market Strategist - Great Valley Advisor Group
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Michael J. Seibert,RICP®,CLU®,ChFC®,CAP®,LUTCF
Helping clients Accumulate, Preserve and Distribute assets during their lifetime.
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Jason Kell, AIF®
Director, Retirement Plan Specialist at Great Valley Retirement Consultants
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Ryan Todd, CPA
Owner and CEO at Great Valley Advisor Group.
Updates
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Great Valley Advisor Group is proud and excited to sponsor the 2024 Miles for Mutts annual 5k run and 1-mile fun walk. Miles for Mutts is one of To Love a Canine Rescue, Inc.'s biggest fundraisers of the year. This event helps raise crucial funds that support their life-saving mission and help with emergency surgeries, pregnant moms, and the care of every dog that enters their doors. For more information, check out Miles for Mutts here - https://lnkd.in/ed6Qc5pk
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The time has finally come. At long last and following nearly two years of anticipation, the U.S. Federal Reserve is ready to deliver the interest rate cuts investors have longed for. As Eric Parnell, CFA examines in this week's Great Valley Advisor Group Economic and Market Report, history suggests that we should be careful what we wish for regarding Fed rate cuts. Read the full report here: https://lnkd.in/eaAdGf3X
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Great Valley Advisor Group is excited to relaunch the all-new Clear Wealth Planning Solutions website. Designed and built by the GVA Marketing team and Advsry, the new website for Aaron Smaagaard, CFP®, CLU®, ChFC® and his team has been streamlined with a clean, modern design that showcases the exemplary service and capabilities of the Clear Wealth team. Check out the redesigned website here - https://clear-wealth.com/
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In Episode 7 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts CEO Colton Pence of AdvisorBOB and Manager of Advisor Compensation Alexandra Mayeaux from Great Valley Advisor Group. AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors. It provides customizable and individualized compensation calculations as well as advanced reporting capabilities. Listen to the full podcast here - https://lnkd.in/eJ_pQA3G
Advisor Edge: The GVA Way – Episode 7
https://greatvalleyadvisors.com
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As we remember the events of September 11th, everyone at Great Valley Advisor Group would like to honor the lives lost and recognize the heroes who emerged during one of the darkest moments in our history. Today, we stand together in remembrance, unity, and hope for a better future. #NeverForget #September11th
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Great Valley Advisor Group reposted this
Excited to share our recently refreshed Altoona space with you! We've made a few updates to make your visits and meetings even more enjoyable, and we're looking forward to welcoming you soon! Have you been able to stop by yet?
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It’s time again. Much like the Olympics and the FIFA World Cup, it’s an epic event that comes once every four years. It is U.S. presidential election season. And now that Labor Day weekend is behind us with less than nine weeks remaining until Election Day on Tuesday, November 5, the focus and attention on politics and the markets is kicking into high gear. So what should we reasonably anticipate for the economy and markets as we move through the final weeks until Election Day and beyond? Eric Parnell, CFA, Great Valley Advisor Group's Chief Market Strategist, dives into the elections in this week's Economic and Market report here: https://lnkd.in/efYjYYWg
Economic & Market Report: Elections
https://greatvalleyadvisors.com
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We are nine weeks out from the election. In this episode of Great Valley Advisor Group Market Insights with Eric, Chief Market Strategist Eric Parnell, CFA dives into what to expect for the markets as we get closer to November. Watch the full video here: https://lnkd.in/eEUiWXXa
Market Insights with Eric: Episode 32, September 5
https://greatvalleyadvisors.com
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Mega cap technology titan NVIDIA posted earnings after the bell on Wednesday. The company vastly exceeded stated analysts’ expectations both on the top line and the bottom line and announced a new $50 billion stock buyback program. Despite obliterating their numbers, the stock fell more than -7% in after-hours trading following their latest announcement. However, the bigger story than the stock price reaction is what this headline-stealing report further confirms about corporate earnings and the underlying market backdrop. Put simply, there is a lot to like. Check it out in this week's Great Valley Advisor Group Economic and Market Report from Eric Parnell, CFA here: https://lnkd.in/dG2jS89r
Economic & Market Report: NVIDI-yeah!
https://greatvalleyadvisors.com