About Great Valley Advisor Group

Two Rivers Wealth Management 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 Two Rivers Wealth Management 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 Two Rivers 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.

LPL Financial serves mainly as the custodian of our client assets and the clearing firm that processes trades in our client accounts. LPL provides monthly and quarterly statements, trade confirmations, and online access through AccountView.