Planning for the future is all about perspective.
Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
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At Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.
Experience and Recognition
17K+
Clients Served
1986
Year Established
47
Savant Offices
238
Employee Member-Owners
$39.6B+
Client Assets – AUM & AUA*
As of 01/06/2026
*Company statistics as of 12/31/2025. Client assets refers to client assets under management (AUM) $38.1b and client assets under advisement (AUA) $1.5b.
Our Wealth Management Services
Savant's Financial Views & News
Oil & Water: Why Geopolitics and Investing Don’t Mix
Geopolitical events often dominate headlines, but long-term investors may benefit from disciplined, diversified approaches rather than short-term reactions to global news.
How to Serve as an Executor Video from Savant Wealth Management
Watch the video “How to Serve as an Executor” to learn expert strategies on estate planning. Get practical tips from Savant Wealth Management.
When Romance Turns Risky: Stay Safe This Season
Learn how to spot romance scams, protect yourself, and help to keep your finances and your heart safe.
Patrick Lawlor Shares Savant’s M&A Strategy on The Buyer’s Boardroom
Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.
Explore our articles and market commentary.
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By Your Side on Life’s Journey
Maximize Your Equity Compensation
Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.
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Rethink Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
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Rebuild Your Life After Losing a Spouse
Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.
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Sell a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
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Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Avoid a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Roll Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
401(k) Rollover
Navigate the Challenges of Divorce
Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.
Learn MoreReady to build your ideal future?
As your financial picture becomes more complex, you need a financial advisor with access to the specialists and resources who can help build your ideal future. Our team includes a growing list of knowledgeable professionals who work with divorcees, university professionals, public company executives, family caregivers, and more. But that’s not all! Learn the five most important reasons why we believe Savant should be your first call.
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Please note: Savant Wealth Management (“Savant”) does not solicit nor provide advisory services via off-channel communications (i.e.: WhatsApp, Signal, Telegram, etc.) Should you receive any off-channel communications claiming to be from Savant, consider these communications to be illegitimate. Please feel free to contact Savant should you have any questions.