Great Valley Advisor Group

03/12/2026

In a recent InvestmentNews article, Great Valley Advisor Group CEO James J. Spinelli, ChFC® shares his perspective on how advisors can strengthen client relationships by delivering proactive guidance across every aspect of a client’s financial life, not just investment performance.

“At GVA, we built the infrastructure to support this model, so advisors can spend more time deepening relationships, communicating proactively, and helping clients navigate major life decisions with confidence.”

By combining thoughtful planning with the right technology and support, advisors can reinforce trust, deliver a more modern client experience, and build lasting multi-generational relationships. Read the full article -

When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile times.

03/12/2026

GVA Chief Market Strategist Eric Parnell, CFA weighed in on the effects trickling down from the conflict unfolding in Iran. He shared what might continue to influence the market over time noting, “This would likely undermine expectations for further Fed rate cuts and pressure both stock and bond markets."

Read the full article for more insights! -

Higher fuel prices and lower demand for international flights are expected to eat into airlines’ profits.

03/12/2026

As Chief Market Strategist Eric Parnell, CFA writes this week, all the world's a stage:
🌎 A Return to Spheres of Influence: The globalization era is giving way to renewed spheres led by the United States, China, and Russia—a structural shift with lasting implications for trade, capital flows, and portfolio positioning.
🇮🇳 The Rise of Strategic Swing Powers: Countries such as India, along with key players like Turkey and Saudi Arabia, are leveraging multi-alignment strategies to shape economic and geopolitical outcomes.
🛑 Investment Implications in a Fragmented World: Deglobalization pressures point toward slower growth, higher inflation, and greater volatility—while creating selective opportunities in energy, commodities, defense, and active management.

Read the full article here -

The game has changed once again. At one time, many decades ago, we operated in a Cold War world defined by spheres of influence.

03/12/2026

What happens when you combine entrepreneurial vision, advisor-first infrastructure, and a willingness to invest ahead of growth? Barron’s Advisor recently sat down with GVA Co-Founder & CEO James J. Spinelli, ChFC® to discuss how Great Valley Advisor Group grew from an idea into a $10B+ wealth management firm supporting advisors across the country. In the interview, James shares:
🏗️ Why GVA was built as a platform for advisor-entrepreneurs
🧑‍💻 How technology and centralized support drive scalable growth
🔭 Why long-term vision matters more than short-term comfort
🏎️ What’s next as GVA continues expanding in 2026 and beyond

We’re proud of the journey and even more excited about what’s ahead for the advisors who choose to grow with us. Read the full Barron's Advisor interview here -

The cofounder of Great Valley Advisor Group, in Berwyn, Pa., started his career in telecommunications, but he couldn’t resist scratching the entrepreneurial itch.

12/12/2025

We've pulled together all the footage, feedback, and pictures from the incredible 2025 Great Valley Advisor Group Annual Advisor Conference and can't wait for you to see it! The two-day event was jam-packed with speakers, innovation, collaboration, networking, and we even found time to enjoy some fantastic food and see beautiful Charleston, SC.

Highlights Included:
🖥️ A Tech Partner Panel featuring James J. Spinelli, ChFC®, Kaela Frenchman, Evan Coffey, and Nicholas Murphy discussing how each of our tech partners – YCharts, RISR, Holistiplan, Venrollment, Jump - Advisor AI – works best with the GVA Tech Stack.
👨‍💼 Day 1 also featured Brian Gallary (First Trust) on engaging COIs, prospects, and clients and David Braun (PIMCO) with a sharp look at today’s macro and fixed income landscape
🏦 Day 2 kicked off with Amy Foland (Moroz) and John Speer (J.P. Morgan Asset Management) discussing the custom partnership JPMorgan and the GVA Asset Management team have developed.
📈 Eric Hough explored how to best leverage and implement private-market strategies – specifically to attract HNW and business owners.
🔥 Michael Arone (State Street) & Eric Parnell, CFA engaged in a “Fireside Chat” – always a fan favorite!
💱 We were thrilled to have Federated Hermes join us for the first time, thanks to Justin Slomkowski, CIMA® and Chris Davis, CIMA® for sharing more about the support available and programs offered.
🧠 Victory Capital and Kati Livingston, M.A., M.Ed., PCC (KLivingston Collaborative), had us changing gears a bit, providing a peek into how the brain works.

A huge thank you to all our sponsors for their continued partnership and generous support: Federated Hermes, First Trust, Future Standard, JP Morgan Asset Management, PIMCO, State Street Investment Management, and Victory Capital.

Check out the details and watch the video here -

Check Out The Highlights From the GVA Annual Advisor Conference in Charleston!  CEO James Spinelli kicked things off with an inspiring welcome and vision for growth. Kaela Frenchman, Nicholas Murphy, and Evan Coffey joined James on stage to facilitate our Tech Partner Panel. GVA shared how eac...

07/07/2025

🔥 It’s official — AAC 2025 is ON! 🔥

We’re heading to Charleston, SC this Nov 9–12 for the return of GVA’s Annual Advisor Conference — four unforgettable days of insight, growth, and connection at the iconic Hotel Emeline.

💡 Keynote Spotlight: We're thrilled to welcome Stephanie Bogan, powerhouse coach and founder of Limitless Advisor Coaching, who’ll deliver next-level insights on building high-performing, lifestyle-driven practices.
📣 Registration is now OPEN for GVA Advisors — head to the Intranet to secure your spot at our biggest event of the year!
🙏 A special thank you to our generous 2025 Sponsors — State Street Investment Management, FS Investments, PIMCO, J.P. Morgan Asset Management, Victory Capital, Federated Hermes and First Trust — for helping make AAC 2025 possible!

🔗 Read the full announcement to see what’s in store: https://greatvalleyadvisors.com/gva-announces-the-return-of-its-annual-advisor-conference-in-2025/

05/21/2025

Periods of heightened market volatility test both investor psychology and portfolio construction. During these times, a financial advisor’s ability to deliver clear, data-driven guidance is critical. At GVA, we proactively equip our advisors to communicate the fundamentals behind market volatility with confidence. Our Asset Management program is designed to support advisors across all aspects of their practice, including during the most challenging market environments. Arguably, volatility is when strong advisor support matters most – and that’s exactly where GVA stands firm beside you.

Read the full blog post here: https://greatvalleyadvisors.com/gva-supports-advisors-through-volatility/

02/17/2025

A storm thundered through the U.S. markets on Monday.

https://greatvalleyadvisors.com/economic-market-the-rhythm-of-the-heat/

02/12/2025

https://greatvalleyadvisors.com/event/presidents-day-gva-office-closed/

02/11/2025

https://greatvalleyadvisors.com/events/