Anthony’s Approach
Anthony R. Spangenberg
CFA®, CFP®, AWMA®
Financial Advisor / Member Owner
Overview
Anthony “Tony” Spangenberg serves as a financial advisor in Savant’s Chicago Northcenter office, where he helps clients navigate comprehensive financial planning strategies, including retirement planning, tax planning, wealth transfer, philanthropy, education funding, insurance analysis, debt management, and retirement cash flow optimization.
As a Chartered Financial Analyst® (CFA®), CERTIFIED FINANCIAL PLANNER® professional, and Accredited Wealth Management Advisor® (AWMA®), Tony works closely with individuals and families to develop personalized financial plans designed to align their resources with their long-term goals. His approach emphasizes proactive planning and thoughtful decision-making across all aspects of wealth management.
Since entering the financial services industry in 2007, Tony has advised clients through a variety of financial situations and life transitions. Before joining Savant, he served as an advisor with several large wealth management firms, where he broadened his experience in helping clients address complex financial needs.
Tony is also active in the Chicago community. He sits on the Finance Committee and Executive Committee for the Illinois Medical District Guest House. The organization provides temporary housing for outpatients and families traveling to Chicago for medical treatment.
Tony earned a bachelor’s degree in philosophy from Northern Illinois University in DeKalb and graduated cum laude.
He and his wife, Janice, have three children and live in Chicago’s Southport Corridor neighborhood. The family enjoys cheering on the Chicago Cubs.
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.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- Northern Illinois University
Bachelor of Arts in Philosophy, cum laude
Professional Designations
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER® professional
- Accredited Wealth Management Advisor®
Affiliations
- Illinois Medical District Guest House – member of Finance Committee and Executive Committee
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.