News from SVA Plumb Financial



SVA Certified as a Great Place to Work

By SVA | 7/20/2018

SVA is pleased to announce the company has been certified as a great workplace by the independent analysts at Great Place to Work®. SVA earned this credential based on extensive ratings provided by its employees in anonymous surveys. A summary of these ratings can be found at

“It’s a great honor to have been certified as a Great Place to Work,” states Carl Schultz, President & CEO of SVA.  “Our culture of mutual respect and teamwork means that we celebrate our professional and personal accomplishments together, and this award is shared by everyone in our firm.  It’s truly a pleasure coming to work every day.”

According to the study, 86% of SVA employees say it is a great workplace. 77% of SVA employees completed a 60-question survey, resulting in a 90 percent confidence level and a margin of error of ± 2.73.


About Great Place to Work®

Great Place to Work® is the global authority on high-trust, high-performance workplace cultures. Through proprietary assessment tools, advisory services, and certification programs, including Best Workplaces lists and workplace reviews, Great Place to Work® provides the benchmarks, framework, and expertise needed to create, sustain, and recognize outstanding workplace cultures. In the United States, Great Place to Work® produces the annual Fortune "100 Best Companies to Work For®" list and a series of Great Place to Work® Best Workplaces lists including lists for Millennials, Women, Diversity, Small and Medium Companies and over a half dozen different industry lists.

About SVA Plumb Financial

At SVA Plumb Financial, 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.