Meet Your Team

At Grandview Partners

A Group Committed to Providing

A High-Touch and Collaborative Client Experience

The name “Grandview” represents imagery consistent with that of pursuing one’s financial goals and aspirations. To that end, we remain focused on helping you successfully pursue yours. “Grandview” was also the name of a dairy farm that Peter’s great-grandfather, George, and grandfather, James, owned and operated for much of the early and mid-1900s. The farm was situated in central Massachusetts with views of a large valley and rolling hills. After selling the farming rights to a large local milk distributor in the '80s, James sectioned off the land for each of his five daughters.

As a team with vast and in-depth industry knowledge, we strive to work closely with you in balancing your financial and personal objectives - for the length of your life and for future generations.

Douglas R. Mavilia, CFP®

Founding Partner

Douglas R. Mavilia, CFP^®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

What do you enjoy most about being a financial planner?

Financial planning combines many different activities and skill sets that appeal to me. The three skills I use during financial planning are communicating, problem-solving and helping others. It’s exciting to meet new people, learn about their background and their goals. I enjoy organizing their plan and putting together the various puzzle pieces of their financial life to figure out the best course of action for them to take to achieve their goals. Then over time, through an ongoing service process, the relationship with my clients grows stronger, which allows me to keep them on track as they reach their financial milestones.

What do you enjoy most about being part of GVP?

When we formed GVP, we thought long and hard about the type of company we wanted to create. We looked to our own personal values – family, honesty, friendship, trust – and tried to create an environment and culture that is representative of those values. I genuinely enjoy coming to work every day and being around the people I work with. We are supportive of one another, both in and outside of work. I believe that this trickles down to the feeling our clients get when they walk through the front door – a sense that we care about them and want to support them as they navigate their financial life.

What personal accomplishments are you most proud of?

I am the very proud dad of my two sons, Dean (10) and Drew (7). I’m happy that I have been able to coach most of their sports teams, including baseball, basketball and football.

When you’re not in the office, what do you do?

In the summer, as a family, we usually spend our time near the water – either a beach, a lake or a pool. My boys and I enjoy fishing, and my wife enjoys hearing their stories about how big the sunfish was that they caught.

However, when my wife, Lisa, and I can get away, we enjoy catching some live music. We especially enjoy attending Dave Matthews Band concerts and have been to more than 50 shows together.

Where does your story begin?

I grew up an only child in Weymouth, Massachusetts. After attending Weymouth High School, I went to Bentley to study business and finance. While in college, I met my wife, Lisa. We now live in Hanover, Massachusetts with our two boys, and our dog, Holly.

Who was the biggest influence on your career choice?

When I was attending Bentley University, the field of finance was most interesting to me. I took a course in personal financial planning and, from the start, I was hooked.

At the time, my professor, David Milton, was a practicing CFP® professional, which is where the real-life application and the academics came together. As I went through several more of his classes, his guidance was instrumental. At the conclusion of those classes, it was clear what my career choice would be.

Education:

Bentley University – B.S. Finance, 2002
Boston University – Certificate, Financial Planning

Financial Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL

This certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Awards:

Forbes Top 1000 Next Gen Wealth Advisor, 2019
Forbes Top 500 Next Gen Wealth Advisor, 2018
Five Star Wealth Manager 2012-2020

¹ Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

²The 2017 ranking of Forbes’ Top 500 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,356 advisors were considered, and 500 (21 percent of candidates) were recognized. Click here for the full methodology²that Forbes developed in partnership with SHOOK Research.

1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

3 The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology² that Forbes developed in partnership with SHOOK Research.

2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Timothy A. Ryan, CRPC®

Founding Partner

Timothy A. Ryan, CRPC^®

FINANCIAL PLANNER

What do you enjoy most about being a financial planner?

The people. I enjoy seeing firsthand the positive effects that financial planning can have on people’s lives. When I see a plan put in motion 5, 10 or 15 years ago come to fruition; when the client celebrates their last college tuition check or transitions to retirement, it brings me great joy to know the work we do has a tremendous impact on our clients and their families.

What do you enjoy most about being part of GVP?

I’m extremely proud of the foundation we have created for Grandview as one of the three founding partners of our firm. Doug, Pete and I have the ability to create the vision of the financial planning firm we think is best suited for the families we work with. We have an incredible support staff and external mentors who we can always reach out to. I’m proud to come to work each day, and I love working with the team we have created, we have fun together and we all genuinely love the job.