Springs Valley Bank & Trust Company is pleased to announce that Springs Valley Financial Advisory Group has achieved $1 Billion in assets under management. This achievement reflects the trust of clients, the strength of advisory services, and a continued commitment to helping individuals, families, and businesses achieve their financial goals.
“Reaching $1 billion in assets under management is an important milestone for the Financial Advisory Group and a direct reflection of the trust our clients place in us. This achievement was driven by a combination of solid investment performance, strong client retention, and new business opportunities,” said Marty Kaiser, SEVP & Financial Advisory Group Manager. “As a community bank, this is exactly the kind of outcome you would expect – built on long-term relationships, personal service, and a deep understanding of our clients’ needs. By developing meaningful, lasting relationships, we are able to serve our clients across generations and earn opportunities to support more of their financial goals.”
The Financial Advisory Group offers a comprehensive range of services, including financial planning, estate planning, tax planning, and wealth management. With more than 100 years of combined experience across the advisory team, the Financial Advisory Group continues to expand their impact while maintaining their core focus: delivering honest advice, clear strategies, and a relationship-first experience for every client.
“This $1 billion milestone is a powerful testament to the confidence our clients place in Springs Valley and to the disciplined, relationship-driven approach our Financial Advisory Group brings to every engagement,” said Craig Buse, President & CEO. “I’m proud of the team’s dedication to helping individuals, families, and businesses navigate important financial decisions with clarity and integrity, and we remain committed to delivering the kind of personal service our communities have trusted for generations.”
For more information about Springs Valley Financial Advisory Group visit www.fa.svbt.bank.
Springs Valley Bank & Trust Company, is a subsidiary of SVB&T Corporation, headquartered at 8482 West State Road 56, French Lick, Indiana 47432 with administrative offices at 1500 Main Street, Jasper, Indiana 47546. Springs Valley has locations in Dubois, Daviess, Gibson, and Orange Counties, offering full-service bank and financial services. Springs Valley has products and services for all types of families and businesses, including checking and savings accounts, certificates of deposit, electronic services, online consumer and mortgage applications and a variety of other loan options. Springs Valley Bank is a member of FDIC and is an Equal Housing Lender. Bank NMLS 412076.
In addition, the company has a full-service Financial Advisory Group managed by experienced, talented professionals specializing in financial planning, estate planning, tax planning, and wealth management. Investment Services are also offered by a licensed, professional Springs Valley representative. Trust and Investment products are not deposits; not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; not insured by any Federal Government Agency; may lose value - subject to investment risks, including possible loss of the principal amount invested.
More information can be found online at www.svbt.bank. The company’s stock is traded on the OTCQX trading platform under ticker symbol SVBT (www.otcmarkets.com).