About Great Valley Advisor Group
“Created by Advisors, for Advisors.”
The Legacy Financial is proud to be affiliated with Great Valley Advisor Group (GVA), a partner that shares our commitment to independent, client-first advice. GVA is a technology-driven, full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.
GVA provides the technology, research, operations, compliance, and practice-management support that allow us to focus on what matters most—serving you. Investment advice is offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and The Legacy Financial are separate entities. Securities may be offered through LPL Financial, Member FINRA/SIPC. Importantly, this structure supports our ability to give objective, fiduciary advice built around your best interest—without asking us to give up the brand, relationships, and planning approach that make The Legacy Financial yours.
Their philosophy is simple: created by advisors, for advisors. Independence comes with connection. Through GVA we are part of a nationwide network of advisors focused on delivering exceptional outcomes for clients, with specialists in markets, compliance, and operations behind the scenes.
The strength behind our practice
Full-Service RIA
Great Valley Advisor Group is a technology-driven, full-service Registered Investment Advisor engineered to provide tailored solutions to independent advisors and advisory firms.
190+ Advisors
A nationwide network of advisors across 21 states, focused on delivering exceptional outcomes for clients.
$12B+ AUM
Scale and infrastructure that support independent practices without asking them to give up their brand.
Independence Without Isolation
GVA’s technology, operations, and compliance resources help advisors spend more time serving clients.
Network figures as published by Great Valley Advisor Group. Figures are approximate and subject to change.
What this means for you
As a Registered Investment Advisor, GVA offers affiliation channels that let advisors remain independent while gaining the support and scale of a full-service RIA platform. For clients of The Legacy Financial, that means you continue to work with Ethan, Jacob, and Matt—the same planning relationship, the same fiduciary standard—backed by GVA’s infrastructure.
GVA’s integrated technology, operations, and compliance resources help us work more efficiently and spend more time on your plan. Asset management, retirement-plan support, and a broader professional network are available when they make your plan stronger.
Review GVA’s Form ADV Part 2A and Form CRS from the footer of this site, or visit greatvalleyadvisors.com.
Want to learn more?
See how our affiliation with Great Valley Advisor Group benefits you.