GVA has experience in the M&A and Acquisition space, and we are confident that the opportunities for financial advisors and wealth managers are abundant – and we see this trend continuing. Why? There are many factors – such as the new administration, technologic advances leading to efficiencies, and the aging advisor population – that present opportunities for growth-minded advisors and RIAs.

Please join us for an educational and networking event. We will be sharing ideas on how to use acquisition to catapult your firms growth and opportunities. If you are considering acquisition this session is for you.

Who is invited?

This is event is open to existing GVA advisors, and advisors in the Boca Raton area interested in exploring GVA’s offerings. Attending GVA Advisors are encouraged to invite and bring other local advisors.