Finanical Advisory Group

Acting in YOUR Best Interest

Rest easy knowing your wealth is in the best possible hands.

Log Into Online Account

Your Financial Partner

At Springs Valley Financial Advisory Group, we want 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 know you and 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

Newsletter

Appointment

Financial Advisory Group FAQ

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 want 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 will treat you like the individual that you are. We meet with you to get to know you and your goals, rather than taking a one size fits all approach.

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.

What types of investments does Springs Valley Financial Group offer?

We offer multiple products to fit the needs of our clients
Investment	What It Is	Benefits
Mutual Funds	A mutual fund is pool of money from multiple collectors that seek a common goal. Mutual funds can be made of stocks, bonds or other securities.	Mutual funds are the simplest way to achieve diversification. Little amounts of money can access professional money management.
Stocks	A stock signifies ownership in a corporation. Stockholders are entitled to the issuing company’s assets and earnings.	Stocks historically have outperformed most other asset classes in the long run.
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.	Can offer some protection from market volatility while providing income.
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 Advisory Group works with clients that have a wide range of assets. We find the solution that best fits our clients. We are happy to partner with individuals working to accumulate wealth and retirees trying to make their wealth last.

Springs Valley Financial Advisory Group prides itself on offering services to people in all walks of life. We are committed to giving the highest level of service to all our clients regardless of asset size.

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.

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

Visualize Your Financial Goals

Take advantage of our free calculators to help guide your financial decisions with clarity and confidence.

Try Our Calculators

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.

Secure Contact Form Chat with a Representative Talk to an Expert