Ready to Build Your Ideal Future?

Your goals are important, and when it’s time to partner with a financial advisor, you want a firm with the resources to handle even the most complex financial situations with wisdom and compassion. Here are five reasons we believe Savant should be your first call.

Featured In

Section Image

Savant By the Numbers

Savant Owl

16,100+

Clients Served

1986

Year Established

42

Savant Offices

175

Employee Member-Owners

$28B+

Assets Under Management

As of October 1, 2024

By Your Side on Life’s Journey

Transition Into Retirement

Transition 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?

Learn More
Maximize Your Equity Compensation

Maximize Your Equity Compensation

Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.

Learn More
Rethink Work and a Traditional Retirement

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?

Learn More
Avoid a Big Tax Bill

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.

Learn More
Selling a Business

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.

Learn More
Roll Over a 401(k)

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).

Learn More
Experiencing Divorce or Losing a Spouse

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 More
Rebuild Your Life After Losing a Spouse

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.

Learn More