# John F Suby Wealth Management LLC
Source: https://planprovider.pro/provider/john-f-suby-wealth-management-llc

> Founded in 2009, this Madison-based advisory firm works with clients across south-central Wisconsin and the greater Madison metro on long-term financial plan…

Retirement Plan Advisor

Madison, WI

## About John F Suby Wealth Management LLC

<p>Founded in 2009, this Madison-based advisory firm works with clients across south-central Wisconsin and the greater Madison metro on long-term financial planning tied to real-life goals.</p>

<p>John F Suby Wealth Management LLC is a Registered Investment Adviser and a <a href="/plan-advisors">plan advisor</a> that provides 3(21) fiduciary services for retirement accounts. The firm reports $2.0B in AUM (2026) and works with investment portfolios ranging from $200,000 to over $25 million.</p>

<p>Its work covers investment management and monitoring, retirement planning, estate plan review, and financial statement review. The firm is wholly owned by John F. Suby &amp; Associates, S.C. and is affiliated with The SUBY Group, which allows clients to coordinate wealth management with accounting and tax services in one place.</p>

<p>What sets the firm apart is its close tie to an accounting and tax organization, which can help align retirement and investment decisions with broader tax and planning needs.</p>

<ul>
<li>3(21) fiduciary support for retirement plan accounts</li>
<li>Investment management and ongoing portfolio monitoring</li>
<li>Retirement planning for individuals and families</li>
<li>Estate plan review and legacy planning discussions</li>
<li>Financial statement review and coordination with tax/accounting teams</li>
</ul>

Website: [https://www.jfswealthmanagement.com/](https://www.jfswealthmanagement.com/)

Founded: 2009

## Office Locations

- Madison, WI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.0B

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