Austin’s Approach
Austin N. Webb
Financial Advisor
Overview
Austin Webb is a financial advisor based in our Santa Fe, New Mexico, office, where he focuses on helping clients build clear, practical financial plans rooted in strong relationships and thoughtful cash flow management. Growing up in a family deeply connected to public service, Austin developed an early awareness of common financial missteps, which now fuels his goal of helping others build a more secure and intentional financial future.
Austin began his career in financial services while in college, working as a bank teller and gaining early exposure to the importance of trust, accessibility, and consistency in client interactions. That experience helped to shape his approach today: meeting people where they are, simplifying complex financial topics, and creating an environment where clients feel confident asking questions and making informed decisions.
He holds a bachelor’s degree in finance with a concentration in financial planning from Western Carolina University in Cullowhee, North Carolina.
Active in the Santa Fe community, Austin volunteers with The Food Depot and regularly participates in local Chamber of Commerce events. Originally from a small town outside Asheville, North Carolina, Austin moved to Santa Fe in 2025 for his current role. Outside of work, he enjoys backpacking in the surrounding mountains, crocheting, and reading. He and his girlfriend share their home with one cat and one dog.
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.
Education
- Western Carolina University
Bachelor of Science in Finance with a concentration in Financial Planning
Affiliations
- The Food Depot – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is a Roth Conversion Right for You?
Learn how an IRA to Roth conversion works, which rules apply, how to convert a traditional IRA, and…
Looking Ahead to 2027: A Budgeting Guide for Retirement Plan Sponsors
Building a 2027 retirement plan budget? Review plan fees, employer contributions, service arrangements, and potential changes before year-end.
Preserving Generational Wealth Video from Savant Wealth Management
Watch the video "Preserving Generational Wealth" to learn expert strategies about estate planning. Get practical tips from Savant…
How Chicagoland Families Can Balance Today’s Financial Priorities with Tomorrow’s Goals
Balance retirement, education, giving, and legacy goals in one plan. See which Illinois rules reward today’s decisions and…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call