News from SVA Plumb Financial


SVA Wealth Management Named to Accounting Today’s Top Firms by AUM

By SVA Financial Group | 6/11/2019

SVA Wealth Management is pleased to announce it has been named to the 2019 edition of Accounting Today’s Top Firms by Assets Under Management (AUM). The list recognizes the top 150 CPA financial planning firms from across the U.S.  This is the 13th annual ranking and SVA Wealth Management is #16 on the list with over $2.5 billion in AUM.  Click here to view the entire list.

“We are proud to be recognized as a part of this elite group,” states Maureen Hansen, President of SVA Wealth Management. “This list represents the leaders in our industry across the nation and we are humbled to be in such good company.”


About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.