Wealth Management for University Professionals

Get a Second Opinion on Your University Financial Plan

We specialize in wealth management for university professionals, including faculty, physicians, and administrators who are navigating complex retirement plans, benefits, and long-term financial decisions. Get a complimentary review of your university retirement plan.

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Why University Professionals Should Consider Savant

University careers come with added financial complexity. These plans often include layered retirement plans, evolving benefits, variable compensation and long career timelines. Higher education professionals need guidance that is tailored to their specific circumstances.

At Savant, our university wealth management team works exclusively with faculty, physicians, and administrators across the country. As independent, fiduciary financial advisors, we provide objective guidance designed to help you make informed decisions regarding retirement planning, investments, taxes, and long-term wealth strategy.

Our approach is based on clarity, coordination, and fiduciary accountability, so your financial plan evolves with your academic career and life goals.

Wise Counsel for University Professionals

Savant University Wealth Management is an independent, fee-only, fiduciary firm providing comprehensive financial planning services to university professors, physicians, administrators, and other employees across the nation. We’re with you on the journey to your ideal future, offering insight and perspective to help you pursue financial peace of mind. That’s Wise Counsel by your side.

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Nearing Retirement?

Preparing for retirement requires proper planning, which may include some major shifts in your lifestyle. We’ve spent decades helping guide university professionals toward a fulfilling and successful retirement through comprehensive financial planning. We believe our eBook includes some of our best thinking, like:

How to avoid common retirement missteps
Benefits you’ll need to replace in retirement
Insights on health care, Medicare and estate planning

Download our eBook

By Your Side on Life’s Journey

Seeking A Second Opinion

Planning for retirement can raise lots of questions. Whether you’re thinking about hiring a financial advisor or just curious, it never hurts to get a second opinion to identify any gaps in your planning.

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Leaving a Legacy

Whether you are years away from retirement, in the process of retirement planning, or already retired, estate planning is a key component of your overall financial plan. Is your estate plan complete and updated?

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Transitioning from University Employment to Retirement

Whether you will fully retire, enter a phased retirement, or never retire at all, a clear vision and a thoughtful, detailed plan can help make the next phase of your life successful and fulfilling. What does the next chapter hold for you?

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Avoiding 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 tax planning is a critical component of wealth management.

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Maximizing University Benefits

Universities offer some of the most generous and comprehensive benefits available, but maximizing these benefits can be complicated. Have you reviewed your university benefits recently?

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Replacing Your Income in Retirement

One of the most common questions we hear is, “Do I have enough money to retire?” Learn how to replicate your income and help create a reliable income stream to sustain your retirement.

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Learn How Our Team Helps Provide Wise Counsel for University Leaders

Our team has worked with the university community for decades. We understand the rigors of working in a university setting and how that can impact your financial planning. Watch this brief video to learn more about how our team strives to help provide solutions for our clients.

Our Wealth Management Services for University Professionals

Retirement Planning

Investment Management

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Resources

University Insights

No-Obligation Consultation

University Wealth Management Financial Views & News

View All Articles

university faculty experience tax surprises

John C. Clarke CFP® March 26, 2026

Unexpected Tax Bill This April? Common Reasons University Faculty May Experience Tax Surprises

Why university faculty often face surprise tax bills and how multiple paychecks, consulting income, and timing issues can create April tax surprises.

James M. Haygood CFP®, AWMA® March 11, 2026

How to Get the Most out of TIAA Traditional in Today’s Retirement Landscape

Working with a financial advisor who understands the complexities of TIAA Traditional can help you design a retirement plan that can help meet your income needs, provide a financial safety net, and preserve your ability to maintain control of your assets—and potentially pass them on to heirs.

Aaron Y. Dykxhoorn CFP®, MS February 26, 2026

Financial Planning Opportunities to Consider When Entering Phased Retirement

Phased retirement helps university employees transition gradually, mentor others, and explore tax, Medicare, and investment planning before full retirement.

SALT deduction changes 2026 for university faculty

Zachary D. Meulemans CFP®, ChFC® February 11, 2026

New SALT Rules: What Faculty Need to Know

Learn how 2026 SALT deduction changes work, including new limits, phaseouts, and planning considerations for taxpayers.

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Wise Counsel for University Professionals

Our advisors have specific and in-depth knowledge about university employee benefit programs and retirement plans. We work with university faculty, physicians, and other professionals. We are not associated with any university or any retirement vendor, and we have no access to your private retirement or personnel information.