Atlanta's GV Financial Advisors has been listed in REP's Top 100 U.S. Registered Investment Advisors in for 2014. Advisory firms are ranked by total assets…
We’re Passionate About People
Your success creates unique challenges, complexities and decisions. That’s why it’s essential to choose a firm you trust. A firm that shares your values and beliefs. One that helps enhance your life by helping you better manage your money and mindset. A firm that’s investing in innovation, building new competencies to deliver a new kind of wealth management – one that embraces science and our humanity so we can help you overcome challenges and use your money and wealth to create the life you desire.
We’ve invested nearly a decade developing Behavioral Wealth Management because we believe that traditional wealth management is broken. Why? Because it focuses on numbers, not necessarily on helping you understand how your financial resources can help you navigate critical life decisions. GV’s new model incorporates wealth management, stress and decisions, life event expertise and our “passion for the human factor” so we can better guide you through personal & professional decisions (especially during stressful, expensive life challenges) that affect your money, wealth and quality of life.
Our Core Values
We do what is right
We are advocates for our clients + the people & causes they care about
We strive to be more than fair
We take responsibility for all we say and do
A Quick History
In 2014, GV was ranked as the 98th largest independent registered investment advisor in the United States. Founded by David & Matthew Geller in 1991, the company began developing the foundation for Behavioral Wealth Management in 2005. Over the years, the firm and its team members (average tenure of all GV employees as of February 2015: 10.5 years) have garnered a variety of local and national accolades for their services and accomplishments. The firm serves the needs of high net worth individuals, privately-owned businesses and their families and has more than $1.3 billion in assets under management as of January 30, 2015.
GV Financial Advisors
1100 Abernathy Road
500 Northpark Town Center, Suite 500
Atlanta GA 30328
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