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.
Schedule a Call At Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.
Experience and Recognition
17K+
Clients Served
1986
Year Established
45
Savant Offices
202
Employee Member-Owners
$34.2B+
Client Assets – AUM & AUA*
As of 09/03/2025
*Company statistics as of 9/3/2025. Client assets (as of 6/30/2025) refers to client assets under management (AUM) $32.9b and client assets under advisement (AUA) $1.3b.
Our Wealth Management Services
Savant's Financial Views & News
5 Steps to Help Ensure You’re Not a Burden on Your Family as You Age
Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family.
Raising Stewards, Not Spenders: Helping to Empower the Next Generation
Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and purpose to help preserve your legacy.
Financial Advisor Ashley Olivas Named Rising Star of the Year at 2025 Wealthies Awards
Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.
Strategic Tax Decisions Before You Make Charitable Donations
Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA.
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By Your Side on Life’s Journey
Transitioning 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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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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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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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).
401(k) Rollover
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 MoreReady 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.
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