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Timeline

1974

Suby, Von Haden & Associates, S.C., Certified Public Accountants, founded in Madison, Wis., to provide accounting, tax and business consulting services

1987

SVA Wealth Management, Inc., Registered Investment Adviser, created to provide wealth management, investment consulting and asset management services

1991

SVA Consulting, Inc., later renamed Diversified Services of Wisconsin, Inc., established to perform medical billing services and dental health maintenance organization (HMO) administration; information technology consulting services added in 1995

2000

SVA Financial Services, LLC created to assist clients in analyzing existing and future insurance needs

2003

SVA Healthcare Services, LLC created to provide medical billing and dental HMO administration formerly performed by Diversified Services of Wisconsin, Inc.

2003

SVA Consulting, LLC created to provide information technology consulting services formerly provided by Diversified Services of Wisconsin, Inc.

2004

SVA Retirement Services, LLC established to perform recordkeeping services for retirement plans

2006

SVA MedCode Specialists, LLC created to provide Certified Medical Coding services

2008

SVA Staffing Solutions, LLC created to provide retained executive search and recruiting

2008

SVA Trust Company, LLC founded to provide professional administration of trusts and estates

2009

Firm officially undergoes name change to SVA

2011

SVA Plumb Financial, LLC, formed through a merger of SVA Wealth Management, Inc. and SVA Trust Company, LLC, with Wisconsin Capital Management, LLC, and Plumb Trust Company. SVA Plumb Financial is comprised of: SVA Plumb Wealth Management, LLC, SVA Plumb Trust Company, LLC and SVA Plumb Retirement Plan Services, LLC.

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