For nearly 40 years, Savant Wealth Management has served as a trusted advisor to established individuals, families, and businesses seeking clarity and confidence in their financial lives. Our name, rooted in the Latin word sapere—“to be wise”—reflects our commitment to evidence-based investing and the power of decision-making based on deep knowledge. We are a fee-only, independent, fiduciary wealth management firm providing comprehensive guidance on investments, financial planning, tax and business consulting, estate planning, trust services, and family office support. At the heart of our firm is a culture of lifelong learning—one that values curiosity, continuous improvement, and helps you pursue your ideal future with purpose and discipline.
We believe our integrated, team-based approach to financial planning sets Savant Wealth Management apart from other wealth managers. Our clients work with a dedicated advisor who coordinates with in-house specialists in estate planning, tax strategy, investments, charitable giving, and more. We also have professionals with deep experience helping clients navigate complex life transitions like divorce and caring for aging family members. This collaborative model ensures that no one makes a financial decision in isolation. As a majority employee-owned firm, we’re personally invested in our clients’ long-term success and well-being.
Savant Wealth Management built its foundation on the idea that investors deserve evidence-based advice delivered in their best interests—and that principle still guides us today. Founded in 1986 as Savant Planning Group, our firm was an early pioneer in the independent advisory movement, offering an alternative to the high-cost, insider-driven model that dominated the industry at the time. Over the decades, we’ve grown from our small-town beginnings into a national firm. But our values haven’t changed. We remain committed to excellence, integrity, lifelong learning, respect, growth, and servant leadership—principles that shape how we care for our clients, collaborate as a team, and give back to our communities.
Our Vision – Transforming personal and financial dreams into goals and goals into reality.
Our Mission – To build one million ideal futures for our clients, our team, and the communities we serve.
Our servant leadership means putting your needs first—always. Acting in your best interest isn’t just a professional obligation; it’s the foundation of every decision we make. We see our role not just as advisors, but as stewards of your goals, using our collective wisdom to guide you through life’s complexities with clarity and care. Your success drives our work, and we measure our impact by the progress you make toward the things that matter most.
