Experience and Recognition

16.5K+
Clients Served
1986
Year Established
44
Savant Offices
192
Employee Member-Owners
$30.9B+
Client Assets – AUM & AUA*
As of 05/01/2025

Our Wealth Management Services

Savant's Financial Views & News

Preserving Generational Wealth [On-Demand Webinar]

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

READ MORE
High-Net-Worth Divorce

Tax Landmines in High-Net-Worth Divorce

In high-net-worth divorces, it’s not enough to simply divide assets equally; what truly matters is the after-tax value and future financial implications of those assets. Many individuals believe they’ve received a fair share when they walk away from settlements, only to later discover they left with an uneven and often disadvantageous portfolio due to overlooked tax consequences.

READ MORE
Savant News

Explore our articles and market commentary.

Savant Webinar

Let’s talk wealth! Sign up for our next educational webinar.

Savant Insights Newsletter

Stay connected and stay informed. Subscribe to our newsletter today.

Ready 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.

Find a Financial Advisor Near You

Our financial advisors are always available by phone or virtual meeting, but we also have offices conveniently located throughout the United States. Choose the one nearest you.

Get Started!

Schedule a No-Obligation Introductory Call
Contact