Grant’s Approach
Grant E. Voller
CFP®, AFFP®
Financial Advisor
Overview
Grant Voller is a financial advisor focused on comprehensive financial planning and agriculture-focused planning in Savant’s Rockford, Illinois, headquarters. He brings a thoughtful, client-centered approach to financial planning, focusing on strategies designed to help support long-term financial well-being and confidence.
A CERTIFIED FINANCIAL PLANNER® professional, Grant helps clients navigate a wide range of financial planning needs, including wealth transfer strategies, charitable giving, proactive tax planning, retirement cash flow projections, retirement income strategies, insurance analyses, debt management, and education funding. As an Agriculture Focused Financial Planning (AFFP®) professional, he also works with individuals, families, and business owners connected to agriculture and rural communities, helping them address their unique financial goals and challenges.
Involved in the financial services industry since 2022, Grant completed an internship with a local financial advisory firm before starting at Savant.
Beyond his work with clients, Grant serves as a member of the President’s Leadership Council for the Rosecrance Foundation, supporting the organization’s mission and community impact efforts.
Grant earned a bachelor’s degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois Urbana-Champaign.
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.
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
- University of Illinois Urbana-Champaign
Bachelor of Science in Agricultural and Consumer Economics with a concentration in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Agriculture Focused Financial Planning
Affiliations
- President’s Leadership Council, Rosecrance Foundation – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
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.