About Us

Our Core Values

We Have a Continuous Improvement Mindset

We Provide Kindness with Candor

We Support Each Other and Our Teams

We Do What’s Right

We Innovate and Lead

We Exhibit High Energy

Our History

Founded by David and Matthew Geller in 1991, the Atlanta wealth management firm began developing the foundation for Behavioral Wealth Management™ in 2005. Over the years, the firm and its team of wealth managers have garnered a variety of local and national accolades for their services and accomplishments.

On November 17, 2016, GV Financial Advisors officially became JOYN and launched its Behavioral Wealth Management™ model.

The firm serves the needs of high net worth individuals, privately-owned businesses and their families and has $1.38 billion in assets under management as of January 2019.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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