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Have a Purpose in Retirement

A successful retirement requires much more than having enough money. You also need to wake up to a purpose-driven life.

Assess Your Financial Health

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

Answer These Questions Before You Retire

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

Find Wise Counsel Near You

Savant is now in 7 states with 20 different office locations to better serve you!

Master the Balancing Act

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

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.

Savant Wealth Wise Counsel

By Your Side on Life’s Journey


Transitioning
Into Retirement

With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?

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Seeking a Second
Opinion

Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.

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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 integrate tax planning into our approach to wealth management.

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Rolling Over a
401(k)

If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.

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David H. McCormick-Goodhart
Stacy R. Roggensack
Penny L. Post-Freeman
Chris R. Plagge
Ambari Pinto

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.

Get to Know Us

Our Services