Joel’s Approach
Joel T. Sauer
CFP®, CIMA®, ChFC®
Financial Advisor / Member Owner
Overview
Financial advisor Joel Sauer serves clients in Savant’s Middleton, Wisconsin office as part of the firm’s University Wealth Management team. Joel guides individuals and families through comprehensive financial planning, focusing on wealth transfer, philanthropy, proactive income and estate tax strategies, retirement cash flow and income optimization, insurance analysis, debt management, and education funding.
Joel entered the financial services industry in 2011 and previously advised clients at a registered investment advisory firm in the Madison market. He holds the CERTIFIED FINANCIAL PLANNER® professional designation, along with the Certified Investment Management Analyst® (CIMA®) and Chartered Financial Consultant® (ChFC®) credentials.
Joel earned a bachelor’s degree in finance from Augsburg University in Minneapolis, where he was named to the Division III All‑America hockey team during his senior year. He remains active in the community as a member of the Waunakee Chamber of Commerce and the Investments and Wealth Institute. He also serves on the investment committee and finance council at St. Maximilian Kolbe Parish and participates in the Herb Brooks Foundation to support the growth of youth hockey.
Joel and his wife, Brittni, a pediatric nurse, live in the Madison area with their daughters, Sophie and Charlotte. He enjoys traveling with his family, staying active, and baking with his girls.
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.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Augsburg University
Bachelor of Arts in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Investment Management Analyst®
- Chartered Financial Consultant®
Affiliations
- Waunakee Chamber of Commerce – member
- Herb Brooks Foundation – participant
- St. Maximilian Kolbe Parish – investment committee and finance council member
- Investments and Wealth Institute – member
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.