John P. Swee

CFP®, MBA

Financial Advisor / Member Owner

If one’s financial life is disordered, it can be a hindrance to finding joy in life in general. Our team’s goal is to order and guide our clients’ complex financial situations so that they can strive to live the best version of themselves.

1578 Sherman Ave, #1 Evanston, IL 60201
847-424-0465

John is a financial advisor in Savant’s Evanston, IL office. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in all 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.

John has been involved in the financial services industry since 2008, when he joined Gryphon Advisors. He was a principal and managing advisor with Gryphon Advisors until it joined with Savant in 2025.

John earned a bachelor’s degree from Northwestern University and a master of business administration (MBA) degree from the University of Chicago Booth School of Business with concentrations in finance, analytical finance, and economics and statistics. He was an Amy and Richard F. Wallman Scholar with High Honors and received the Award for Finance, given to the graduating Evening/Weekend MBA student with the best scholastic record in finance. He lives in Lake Forest, IL and is an active member of the Northwestern and Booth alumni communities.


Education &
Designations

  • Northwestern University
    Bachelor’s Degree
  • University of Chicago Booth School of Business
    Master of Business Administration
  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

  • Amy and Richard F. Wallman Scholar  – Finance Award recipient

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.

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