Finanical Advisory Group

Our Financial Advisory Services

Q: What makes Springs Valley Financial Advisory Group different?

At Springs Valley Financial Advisory Group, we are here to be your trusted partner through all stages of your financial life, from building wealth, through retirement, and in planning your legacy. We do not believe in a one-size-fits-all approach. Our team of five local, experienced advisors will take the time to understand your goals and treat you like the individual you are, backed by a dedicated in-house team.

Our team is committed to helping you pursue your financial goals through personalized financial guidance and professional service.

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Your Partner for Personalized Wealth Management Services

At Springs Valley Financial Advisory Group, we want to provide personalized financial advisory services to partner with you through all stages of your financial life. We will walk with you during wealth accumulation, retirement and help you plan your legacy. We want to engage in a personal and honest relationship with all of our clients.

We do not take a one size fits all approach. We meet with you to get to UNDERSTAND your goals. We will treat you like the individual that you are.

Springs Valley Financial Advisory Group features a team of five advisors with over 100 years of financial expertise. Our process is done 100% in house allowing for local, real time decisions. We are committed to giving all of our clients the highest level of service.

Our Services

Meet the Team

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Appointment

Financial Planning and Investment Management Services

Financial Planning Services

We build personalized financial plans around your goals, income, and timeline, so every recommendation reflects your real financial picture rather than a generic template.

Investment Management

Our advisors manage diversified portfolios of mutual funds, stocks, ETFs, and other securities, adjusting your strategy as your goals and the markets change.

Trust Services

We serve as trustee or co-trustee to help you protect, grow, and distribute assets according to your wishes, with local, in-house decision-making at every step.

Estate Planning

We work alongside your attorney to help structure your estate, so your legacy transfers to the people and causes you care about with as little friction as possible.

Questions About Our Wealth Management Services?

What financial planning services does Springs Valley Financial Advisory Group offer?

Springs Valley Financial Advisory Group offers financial planning services covering wealth accumulation, retirement strategy, investment management, trust services, and estate planning. Our local, in-house team of five advisors works directly with you to build a plan suited to your goals, rather than a one-size-fits-all approach.

How can I view my account online?

Springs Valley Financial Advisory Group offers free online account access to all clients. If you have not yet signed up for online access, please use our secure contact form or call 812.634.4844 to sign up today!

To log into your online account, click the gray "Log In" button in the top right corner of the screen and select "Financial Advisory Group" under "Additional Log Ins."

What makes Springs Valley Financial Advisory Group different?

At Springs Valley Financial Advisory Group, we’re here to be your trusted partner through all stages of your financial life, from building wealth, through retirement, and in planning your legacy. We believe in honest, personal relationships and are committed to delivering the highest level of service to every client.

We don’t believe in a one-size-fits-all approach. Our team of five local, experienced advisors will take the time to understand your goals and treat you like the individual you are, while delivering top-notch service and execution, backed by a dedicated in-house team

What types of investments does Springs Valley Financial Advisory Group offer?

**We offer multiple products to fit the needs of our clients**
Investment	What It Is	Benefits
Mutual Funds	A mutual fund is a pool of money from multiple investors seeking a common goal. Mutual funds can be made up of stocks, bonds or other securities.	Mutual funds are the simplest way to achieve diversification. Small investments gain access to professional money management.
Stocks	A stock signifies ownership in a corporation. Stockholders are entitled to the issuing company’s assets and earnings.	Stocks historically experience periods of growth and decline and may play an important role in a diversified investment strategy depending on an individual's objectives and risk tolerance.
ETFs	An ETF is an exchange traded fund. Much like a mutual fund, an ETF is a large pool of investments divided into one share.	Trades throughout the day as opposed to end of day settlement. ETFs are an easy way to achieve diversification.
CDs	A fixed savings account with a predetermined maturity date and interest rate.	Gives investors a stable income stream without having to worry about price fluctuation.
Annuity	Investment product that offers fixed payments to investors.	Certain annuity products may offer features designed to address income or market concerns; product terms, fees, restrictions, and risks vary.
Life Insurance	Guarantees a predetermined payment at a death.	Can provide for and protect a beneficiary after the loss of the insured.

How can I see the performance return on my account?

Springs Valley Financial Advisory Group offers online account access where clients can view their returns. Your administrator or any of our staff will happily provide a summary of your returns upon request.

How much money do I need to open an account?

Springs Valley Financial Advisory Group proudly serves clients across a wide range of asset levels and financial goals. No matter of where you are in your financial journey, we’re here to help you find the right solution for your unique situation.

We believe everyone deserves expert guidance and exceptional service, regardless of asset size. Our team is committed to delivering personalized support to individuals from all walks of life.

How do I open an account with Springs Valley Financial Advisory Group?

At Springs Valley Financial Advisory Group, we want to get to know each of our client’s unique financial situation so that we can best partner with them to help achieve their financial goals. Contact one of our Financial Advisors today to schedule an appointment. Our professionals will ask that you bring your photo ID and any applicable financial statements to your appointment. Springs Valley Financial Advisory Group is proud to provide trusted financial advisory services to clients throughout Southwest Indiana.

Fi-du-ci-ar-y

[ fu-DOO-shee-air-ee ]

What does it mean? It means trusted advice, clear fees, and a team that puts your interests first—every time.

Meet Our Fiduciary Team

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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.

Have Questions?

Whatever your question - no matter how big or how small, no matter how complicated or how easy - we are glad to help you find the answer. If we can't immediately resolve your question, we can direct you to someone who can. We will make every effort to respond to your question or comments within twenty-four hours or the following business day.

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