We are excited to announce the GVA Small Account Solution (SAS) service. Whether you’re still growing your practice, or looking to scale back, let us take some of the work off your plate. Led by Ryan Brumfield, the GVA Small Account Solution helps you free up time by identifying a group of accounts for a partial book sale or revenue split.

GVA can accept accounts from any of our available custodians, within both advisory and brokerage channels! This process is straightforward, easy, and automated by utilizing our internal GVA Salesforce platform and AdvisorBOB.

For more information please visit our dedicated GVA Small Account Solutions page on the GVA Intranet (@GVARIA.com) here: https://gvaria.com/gva-small-account-solution/

For questions and to get started, please email Ryan at smallaccounts@greatvalleyadvisors.com.