John’s Approach
John P. Swee
CFP®, MBA
Financial Advisor / Member Owner
Overview
John Swee serves as a financial advisor in Savant’s Evanston, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in several 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 began his career at Gryphon Advisors, eventually becoming a principal at the firm before it joined Savant in 2025. He earned a bachelor’s degree in economics and English literature from Northwestern University and a master’s degree in business administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance, analytical finance, and economics and statistics. At the University of Chicago, he was an Amy and Richard F. Wallman Scholar with High Honors and received the Award for Finance for the top scholastic record in finance among Evening/Weekend MBA students.
A resident of Lake Forest, Illinois, John is active in his community. He serves on the Chicago Booth Alumni Club of Chicago board and the associate board of Lurie Cancer Center at Northwestern University. He also remains engaged with both alumni networks. He volunteers with Northwestern University’s Alumni Admission Council and the Booth School of Business Admissions Committee.
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
- Northwestern University
Bachelor of Arts in Economics and English Literature - University of Chicago Booth School of Business
Master of Business Administration (MBA) with a concentration in Finance, Analytical Finance, and Economics/Statistics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Amy and Richard F. Wallman Scholar – Finance Award recipient
- Chicago Booth Alumni Club of Chicago – board member
- Lurie Cancer Center at Northwestern University – associate board member
- Northwestern University’s Alumni Admission Council – member
- University of Chicago Booth School of Business Admissions Committee – 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.