Why is SVA Plumb Financial the Right Choice for You?
Bringing together the combined strengths of two organizations has resulted in a more diverse financial services firm meeting our clients' financial needs today, tomorrow and beyond as they move through the stages of their lives.
Why Choose SVA Plumb Financial?
In the Community
With localized services in Madison, Milwaukee, Appleton, WI and Rockford, IL our professionals live and support the communities where our clients and business colleagues work.
Experience
As our client, you gain access to an entire team of financial professionals and consultants with advanced designations including:
- Certified Financial Planner ® (CFP)
- Certified Trust and Financial Advisor (CTFA)
- Chartered Life Underwriter (CLU)
- Juris Doctor (JD)
- Masters of Business Administration (MBA)
- Personal Financial Specialist (PFS)
- PhD – Accounting
Leadership
SVA Plumb Financial’s President Thomas G. Plumb has over 37 years of industry experience and has been involved with
the management of mutual funds for over 20 years. He serves as president of our proprietary mutual fund company and is the lead portfolio manager of the equity and balanced funds. Tom is also a research analyst and chair of the investment committee for SVA Plumb Financial.
SVA Plumb Financial also has five additional principals who hold a variety of advanced degrees and industry specific designations. SVA Plumb Financial is overseen by a board of directors with a variety of professional services industry expertise.
What Do We Provide for Our Clients?
As a full-service wealth management firm, we work closely with our clients assisting them in defining their financial goals and objectives as they move through the stages of their lives growing and transitioning their wealth. Learn more about SVA Plumb Financial services.