Catalyst in Financial Advisory Industry Intent on Changing Lives, Changes Name

Behavioral Wealth Management Firm that Defined the Category Creates Remarkable Philanthropic Experience at Launch Event

October 24, 2016

GV Financial - Behavioral Wealth Management Firm Launch Event

You’ve heard it a thousand times. A company changes its name, holds a self-congratulatory launch with bland chicken, glad-handing, and branded tchotchkes – and then goes back to business as usual. But what if the new brand built the company’s mission into the unveiling, and the new name wasn’t even the cornerstone of the announcement? What if the event itself could change dozens to hundreds of lives? That's GV's plan.  Read More

Jordan Hutchison Joins GV As Financial Advisor

Behavioral Wealth Management model lauded as crucial factor in move

July 19, 2016

GV welcomes Jordan Hutchison to the firm as a Financial Advisor. Jordan relocated from Huntsville to be part of the Behavioral Wealth Management firm.  Read More

Jason Eagle: New Financial Advisor joins GV

Former Mercer Advisors standout drawn to GV’s Behavioral Wealth Management model as an opportunity to better serve clients

June 29, 2016

Jason Eagle Financial Advisor

Continuing to add new talent, GV is pleased that Jason Eagle has joined the firm as a financial advisor. He specializes in servicing high net worth clients.   Read More

Top Financial Advisor Firms in US: GV Named to FT 300

Financial Times names firm to Top 300 Registered Investment Advisers In U.S.; One of 11 Top Financial Advisors in Georgia

June 16, 2016

Top Financial Advisors List

GV Financial Advisors, the Behavioral Wealth Management firm in Atlanta, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the second time in three years. The ranking recognizes the top independent RIA firms across the United States, which is based on assets under management. GV Financial Advisors is one of just 11 RIAs located in the state of Georgia.  Read More

Fidelity Investments’ Sergio De La Torre Joins Atlanta’s GV Financial Advisors

Fidelity VP cites GV’s Behavioral Wealth Management model as a key factor in the move

June 3, 2016

Sergio De La Torre, Senior Financial Advisor, Atlanta

GV Financial Advisors, the Atlanta-based Behavioral Wealth Management firm that is rapidly adding new talent, is pleased to announce that Sergio De La Torre has joined the firm as a Senior Financial Advisor. Sergio has spent the majority of his decade-long career with Fidelity Investments, most recently as a Vice President and Senior Financial Consultant in Fidelity’s Private Client Group serving primarily high net worth clients. During his tenure at Fidelity, Sergio earned a number of prestigious accolades.   Read More

Prominent Atlanta Finance Executive John Ellard Joins GV

September 30, 2015

John Ellard Financial Advisor Atlanta

September 2015 ─ Atlanta, GA: GV Financial Advisors is pleased to announce that John Ellard, a prominent local executive, has joined GV as Senior Financial Advisor. John joins GV with expertise in finance, strategy and investments drawn from his experiences as a founding partner of Veracor, a firm specializing in insurance-based financial services and solutions, and as partner at The Benefit Company, an executive and employee benefits firm. He began his career at Mass Mutual Life Insurance Company. John’s career reflects his strong…  Read More