Allison’s Approach
Allison A. Alexander
CFP®, CPA, CDFA®
Financial Advisor / Member Owner
I think of my clients as extended family, and I help them make informed decisions about their financial situations. They deserve the clarity that comes with having a solid financial plan in place. It’s a privilege to help them build their roadmap.
Overview
Allison Alexander serves as a financial advisor in Savant’s Rockford and Chicago Loop offices, where she focuses on helping clients navigate major life transitions such as retirement, divorce, loss of a spouse, or the sale of a business. She works closely with individuals and families to create a “new normal” through comprehensive financial planning.
As a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and Certified Divorce Financial Analyst® (CDFA®), Allison is knowledgeable in areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In 2026, AdvisorHub named her to its “250 Advisors to Watch” RIA ranking, earning her the No.32 spot in the ranking1.
Allison has been involved in the financial services industry since 1985. Before joining Savant, she built her career in public accounting and private industry. She began at a “Big Eight” firm and later led financial reporting for a Chicago-based insurance company.
A founding member of Wise Women, Allison works to help inspire and empower women managing their wealth with confidence. She is active in professional organizations, including the American Institute of Certified Public Accountants, the Illinois Certified Public Accountant Society, and the Institute of Divorce Financial Analysts. Locally, she participates in the Rockford Garden Club and the Union League Club of Chicago.
Allison graduated with high distinction (top 10%) from Indiana University’s Kelley School of Business with a bachelor’s degree in accounting.
Outside of the office, Allison enjoys reading, skiing, biking, hiking, gardening, cooking, and music. She loves spending time with her three children, Grace, Max, and Jack, as well as visiting Lake Geneva, Wisconsin, with her family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Education
- Indiana University
Bachelor of Science in Accounting with high distinction
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Public Accountant
- Certified Divorce Financial Analyst®
Affiliations
- American Institute of Certified Public Accountants – member
- Illinois Certified Public Accountant Society – member
- Institute of Divorce Financial Analysts – member
- Rockford Garden Club – member
- Union League Club of Chicago – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Navigating the Widow’s Tax Penalty: Financial Strategies for Surviving Spouses
The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and…
Finding Your Inner CFO After Divorce
Navigating the complex interplay of investments, debt, and child support obligations can be daunting. Discover how to effectively…
Considering Divorce? How a Financial Advisor Can Help
Overall, the rate of divorces in America is falling, but it's increasing among couples age 50 and over….
Finally Divorced? Don’t Forget These Critically Important Steps
Divorce can be an emotionally challenging process, but the work doesn't end with the final settlement. It's essential…
All Insights by Allison A. Alexander
13 insights
Navigating the Widow’s Tax Penalty: Financial Strategies for Surviving Spouses
The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and…
Finding Your Inner CFO After Divorce
Navigating the complex interplay of investments, debt, and child support obligations can be daunting. Discover how to effectively…
Considering Divorce? How a Financial Advisor Can Help
Overall, the rate of divorces in America is falling, but it's increasing among couples age 50 and over….
Finally Divorced? Don’t Forget These Critically Important Steps
Divorce can be an emotionally challenging process, but the work doesn't end with the final settlement. It's essential…
10 Tax-Free Ways to Get Cash Without Tapping Your Retirement Savings
Discover 10 tax-free alternatives to withdrawing from your retirement accounts, including using your HSA, exploring margin loans, and…
Financial Triage: Navigating a Poor Health Diagnosis
Securing the right care is paramount when facing a challenging health diagnosis. Addressing urgent financial tasks to protect…
Honoring Fathers: A Tribute to Resilience and Financial Preparedness
As Father's Day prompts us to celebrate the paternal influences in our lives, I'm drawn to reflect on…
Unspoken Legal and Financial Issues in Divorce [On-Demand Webinar]
Going through a divorce can be an emotionally challenging and overwhelming experience. Though life doesn’t come with an…
Calling all Women: Prepare to Manage Your Wealth!
Many women are anxious about their financial situation, with statistics showing they worry about immediate and long-term financial…
Divorce Dilemmas: Who Gets The House?
Life can feel out of control during the divorce process and it’s natural to have an emotional reaction…
Use Your Side Hustle Now to Provide Financial Security Later
As more women work “side hustles” outside of their regular employment (e.g., Uber, Postmates, Task Rabbit, etc.), there…
Are You Ready for the Unexpected? The Power of Financial Projections
Certain events in your life are happy and planned – graduations, getting that job, and having a child….
The 411 on the Women’s Wealth Initiative
While Savant’s Women’s Wealth Initiative is new, Savant empowering women to pursue their best financial futures is not….
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2026 AdvisorHub 250 Advisors to Watch: RIAs: This rating was published in June 2026 and was based on data from 12/31/24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/