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.

Connect

GV Location

GV Financial Advisors

1100 Abernathy Road
500 Northpark Town Center, Suite 500
Atlanta GA 30328

Map

Contact

770-295-5600

Follow Us

Like social media? Receive & share insights in real time.

Twitter LinkedIn

Subscribe

Subscribe

We publish a variety of insights, commentary, and announcements about our upcoming events.

Subscribe Now

Recognition