# Pine Valley Investments
# https://www.pinevalleyinvestments.com
# llms.txt — Site structure for AI crawlers

> Pine Valley Investments is an independent Registered Investment Advisor (RIA) based in Marlton, NJ, managing $2.67B in assets (as of 3/30/2026) for families and business owners across the United States. Founded in 2015 by Harry Morad and Joseph Duncan, PVI has grown to 40+ advisors across multiple advisory groups. Pine Valley Investments was recognized as one of USA Today's Best Financial Advisory Firms 2025.

## Main Pages

- [Home](https://www.pinevalleyinvestments.com/): Overview of Pine Valley Investments, AUM timeline, services summary, team preview
- [About PVI](https://www.pinevalleyinvestments.com/about.html): Company history, AUM growth timeline (2015–present), founding story, firm values
- [Meet Your Team](https://www.pinevalleyinvestments.com/team.html): Full directory of all 40+ advisors across PVI, BWA, The Markoe Group, and The Fay Group
- [Our Services](https://www.pinevalleyinvestments.com/services.html): Wealth Management, Investment Advisory, Trust & Estate Planning, Qualified Retirement Plans, Investment Banking, Networking Opportunities
- [Contact Us](https://www.pinevalleyinvestments.com/contact.html): Contact form, office address, phone number
- [Company Announcements](https://www.pinevalleyinvestments.com/announcements.html): Firm news and updates
- [Morning Core](https://www.pinevalleyinvestments.com/morning-core.html): PVI's daily morning newsletter for clients and subscribers
- [Client Login](https://www.pinevalleyinvestments.com/client-login.html): Hub linking to all 6 client portals

## Client Portals

- [RightCapital](https://www.pinevalleyinvestments.com/rightcapital.html): Financial planning portal — retirement projections, tax strategies, education funding
- [Monarch Money](https://www.pinevalleyinvestments.com/monarch.html): Account aggregation and net worth tracking
- [Charles Schwab](https://www.pinevalleyinvestments.com/schwab.html): Primary custodian — account balances, statements, tax documents
- [Altruist](https://www.pinevalleyinvestments.com/altruist.html): Secondary custodian — modern RIA-focused platform
- [eMoney](https://www.pinevalleyinvestments.com/emoney.html): Comprehensive financial planning portal
- [Tamarac WealthView](https://www.pinevalleyinvestments.com/tamarac.html): Performance reporting and portfolio analytics

## Advisor Bio Pages

All 40+ advisor bios are available at /bios/[first-last].html. Key advisors:

- [Harry Morad](https://www.pinevalleyinvestments.com/bios/harry-morad.html): CEO & Co-Founder
- [Joseph Duncan](https://www.pinevalleyinvestments.com/bios/joseph-duncan.html): COO & Co-Founder
- [Mike Modica](https://www.pinevalleyinvestments.com/bios/mike-modica.html): CFO & Partner
- [Chris O'Neill](https://www.pinevalleyinvestments.com/bios/chris-oneill.html): CIO, CFA & Partner
- [Nick Lampone](https://www.pinevalleyinvestments.com/bios/nick-lampone.html): CSO & Partner
- [Jason Braatz](https://www.pinevalleyinvestments.com/bios/jason-braatz.html): Partner, BWA Group
- [Jonathan Markoe](https://www.pinevalleyinvestments.com/bios/jonathan-markoe.html): Partner, The Markoe Group
- [Kate Fay](https://www.pinevalleyinvestments.com/bios/kate-fay.html): Partner, The Fay Group

## Legal & Compliance

- [Privacy Policy](https://www.pinevalleyinvestments.com/privacy.html)
- [Terms of Use](https://www.pinevalleyinvestments.com/terms.html)
- [SEC Investment Advisor Review](https://adviserinfo.sec.gov)
- [Form ADV 2A](https://adviserinfo.sec.gov/firm/summary/316052)

## Technical

- [Sitemap](https://www.pinevalleyinvestments.com/sitemap.xml)
- Contact: info@pinevalleyinvestments.com | 856-334-8260
- Address: 10 E Stow Rd, Suite 200, Marlton, NJ 08053