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Neil R. Dinndorf, CFP(r)
SVA Wealth Management, Inc.
Madison, WI - Madison/Milwaukee/Chicago
Comprehensive financial planning - Contact Neil R. Dinndorf
- Specialties
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- Comprehensive financial planning, investment and asset management and retirement planning
- Privacy Policy
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- Your information is confidential and will not be shared with anyone. Read more
- Neither your contact information nor your financial information will be shared with anyone else, including individuals affiliated with the advisors, as well as any organizations associated with the advisor. Your information will neither be sold nor rented. You can opt out of educational emails at any time.
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Independent and Comprehensive
I am a fee only planner.
Through an independent and comprehensive analysis of a client's financial picture I help create, implement, and monitor clients' financial plans to help them work toward their financial goals and dreams.
I am currently an Associate Financial Consultant with SVA Wealth Management, a subsidiary of Suby, Von Haden & Associates, S.C., Certified Public Accountants. Working with SVA and our affiliates in the SVA Companies, we provide a full range of professional services.
SVA Wealth Management is a Registered Investment Adviser. That means we are independent, with no proprietary products to sell. We are fee-only, which means our compensation comes solely from the fees paid by clients for services provided. Our duty as a Registered Investment Adviser is to act on behalf of and in the best interest of our clients.
Experience
I have been active in the financial planning profession for five years in addition to the five years of schooling in the Personal Finance program at UW-Madison. The combination of applying my analytical skills and relational skills to every day practice has allowed me to choose a career I truly value and love.
- Associate Financial Consultant
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SVA Wealth Management, Inc.
August 2008 - Present
- Planning Analyst
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Vantage Financial Partners, Ltd
June 2005 - August 2008 (3 years 2 months)
Websites
Education
2000 - 2005
University of Wisconsin-Madison
B.S., Consumer Science-Concentration in Personal Finance
2003 - 2003
Bocconi University, Milan, Italy
University of Wisconsin School of Business Exchange Program
Related Terms: Independent and objective advice, providing peace of mind, wealth management for successive generations
SVA Wealth Management, Inc.
1221 John Q. Hammons Dr.
Madison, WI 53717
(608) 831-8181
Contact Neil R. Dinndorf
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