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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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.
Envision Your Ideal Future with Savant’s Wise Counsel
On the journey to your ideal future, you need a partner you can trust – a guide who sees the world through your lens, knows your perspective, and always places your interests first. As a fiduciary, Savant is required to act in your best interests. We are committed to offering comprehensive wealth management designed to reflect what’s most important to you and your family. That’s Savant’s Wise Counsel by your side.
Why Work with Savant?
The financial advice industry can seem complex, even opaque. At Savant, we strive to make your experience meaningful. Here’s what you can count on when you work with us:
- We take a holistic view of your situation, and offer services that other advisors don’t — like tax planning and estate planning.
- We don’t sell financial products, and don’t take commissions.
- We are a fiduciary, providing advice in your best interests.
- We are majority employee-owned and founder-led, so your satisfaction is of the utmost importance.
Featured In
Savant By the Numbers
16,100+
Clients Served
1986
Year Established
43
Savant Offices
175
Employee Member-Owners
$28B+
Assets Under Management
As of December 9, 2024
By Your Side on Life’s Journey
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?
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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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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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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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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).
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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.
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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.
Learn MoreSavant Views & News
April 28, 2025
Your first meeting with a fiduciary financial advisor is an opportunity to not only share financial information, but it also helps set the stage for ongoing communication. Consider it a deep “getting to know you” session for your journey toward financial well-being.
April 22, 2025
Market swings can rattle even the savviest savers, but reacting hastily often does more harm than good. With a calm mindset and a few steadying mantras, you can ride out volatility and stay focused on long-term financial performance.
April 16, 2025
Today's workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.
April 16, 2025
Being named executor of a loved one’s estate can feel overwhelming. If you’re unsure about accepting the role, you’re not alone. Here’s what to know—and what to do—if you decide it’s not the right responsibility for you.
April 10, 2025
Being an executor is a difficult and time-consuming task, which is why it's important to make the process as easy as possible for the loved ones you leave behind. Preparing in advance not only helps you ensure the best outcome, but it also helps your executor feel confident that they’re acting in accordance with your wishes.
April 4, 2025
As you approach retirement, it's easy to feel like time is running out. Don't let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.