sva plumb financial

Founded in 2010 as part of the SVA family of companies, SVA Plumb Financial, LLC was a registered investment advisory (RIA) firm based in Madison, Wisconsin. The company provided comprehensive financial planning, investment management, and trust services to individuals, families, and businesses. Its mission was to offer objective, fee-only financial advice to help clients achieve their financial goals. In late 2021, it was announced that SVA Plumb Financial would be acquired by Savant Wealth Management, with the acquisition officially closing in early 2022. The firm and its team have since been fully integrated into Savant.