Christopher’s Approach
Christopher M. Carlson
CFP®, C(k)P®, AIF®, MA
Lead Advisor / Financial Advisor / Member Owner
Overview
Christopher “Chris” Carlson is a lead advisor and financial advisor based in our Plymouth, Michigan, office, where he works with individuals and families on comprehensive financial planning strategies.
Chris holds the CERTIFIED FINANCIAL PLANNER® designation, along with the Certified 401(k) Professional (C(k)P®) and Accredited Investment Fiduciary® (AIF®) credentials. His work spans key 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. He joined Savant in 2021 when AMDG Financial joined the firm. At AMDG, he served as a partner and advisor. Earlier in his career, Chris worked as a commercial lines insurance agent.
Chris earned a bachelor’s degree in communication with a concentration in organizational communication and a Master of Arts (MA) in health and risk communication from Michigan State University. He enjoys water sports, competing in triathlons, and mountain biking.
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
- Michigan State University
Bachelor of Arts in Communication with a concentration in Organizational Communication
Master of Arts (MA) in Health and Risk Communication
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- C(k)P®
- Accredited Investment Fiduciary®
- MA
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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All Insights by Christopher M. Carlson
2 insights
Key Habits for Successful Retirees Video from Savant Wealth Management
Watch the video "Key Habits for Successful Retirees" to learn expert retirement strategies. Get practical tips from Savant…
FSA or HSA? What to Consider During Open Enrollment
In November, many Americans will choose their health care benefits for 2022. You may have an opportunity to…
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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.