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Answer These Questions Before You Retire

Our Guidebook outlines vital questions to consider before you stop working.

Assess Your Financial Health

Find out how you’re doing with our 3-minute online assessment.

Save for College

Interested in helping a child or grandchild obtain a college education but don’t know where to start?

Master the Balancing Act

Our eBook for Gen Xers can help you manage the goals that are vying for your attention.

Wise Counsel Near You

Savant is now in six states with 19 different office locations to better serve you!

Wise Counsel By Your Side

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.

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Wherever You Are, Savant Can Help

Life is complicated. There are many moving parts and noise, which makes it easy to get distracted and allow your finances to drift off point. To get back on course, you need to make sure your resources, time, talent, energy, and money are focused on what truly matters to you and your family. Our team is dedicated to helping our clients wherever they are in life.


Building & Saving Your Wealth

Building & Saving Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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Retired Couple Smiling After Retirement Planning

Nearing & Living In Retirement

Nearing & Living In Retirement

Retirement isn’t a one-day event; it’s a multi-year process as you move beyond work. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.

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Experiencing Divorce or Loss of a Spouse

Experiencing Divorce or Loss of a Spouse

Transitioning from living as a couple to managing on your own can be complicated. Taking control and picking up the pieces can be a bigger job than you bargained for.

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Diversifying & Protecting Your Life’s Work

Diversifying & Protecting Your Life’s Work

You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.

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Mary T. Lynch
Yonas A. Bedane
Maureen Wright

The Right Team

At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.

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