Life at Savant with Maggie Baer


Margaret Baer, Savant Wealth Management, Lincolnshire, IL

When I first joined Savant, I wasn’t sure what to expect. My background was primarily in institutional asset management, but transitioning to wealth management has been an incredibly rewarding experience. Helping families and individuals navigate their financial futures is meaningful work that truly makes a difference. I was drawn to the firm’s strong values—it’s a place where I knew I could have a real impact.

One of the things that sets Savant apart is its unwavering focus on service. Leadership has a clear vision for the firm’s future, and they’re both proactive and intentional in how they guide us forward. It’s refreshing to be part of a team that doesn’t just react to change but thoughtfully plans for what’s ahead.

The collaborative culture here is another reason I love working at Savant. Everyone respects and values each other’s role in supporting our mission, creating a workplace that’s both dynamic and supportive. Whether it’s bouncing ideas off colleagues, problem-solving complex client needs, or simply sharing best practices, there’s a strong spirit of teamwork. I love being part of a team where collaboration and innovation aren’t just encouraged—they’re part of our DNA.

Beyond the day-to-day work, I appreciate Savant’s strong industry presence. That credibility makes me even more proud to be part of this team.

Savant is a special place to work!


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DISCLAIMER: Life at Savant testimonials reflect personal experiences from Savant team members and are intended to share insights into our workplace culture. They should not be construed as a testimonial of Savant’s advisory services or client experiences.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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