I believe money needs two things: a purpose and a plan. My passion is to help clients discover and cultivate that purpose, develop a plan, and serve as a guide along the way.

101 25th Street North Suite 100 Birmingham, AL 35203

205.208.8700

Jonathan Millican serves as director of financial planning at Savant’s Birmingham, Alabama, office. He leads Savant’s planning team and partners closely with our advisors, investment strategists, and tax specialists to deliver comprehensive, client-focused advice.

A CERTIFIED FINANCIAL PLANNER® professional, Jonathan’s areas of experience include wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections and income optimization, insurance needs analysis, debt management, and education funding.

He served as director of planning at Bridgeworth until it joined Savant in 2023, where he helped establish consistent processes, training, and quality standards, all of which are experiences he now applies at Savant.

An active leader in his profession and community, Jonathan is a member of the Financial Planning Association of North Alabama and the Professional Partners in Philanthropy of the Community Foundation of Greater Birmingham. He was named to the Birmingham Business Journal’s Top 40 Under 40 (2020) and received the University of Alabama’s Jack Davis Professional Achievement Award (2015). He graduated summa cum laude from UA with a bachelor’s degree in human environmental sciences and a concentration in family financial planning.

Articles &
Media

401(k) Changes Coming in 2026: What High Earners Need to Know About Roth Catch-Up Contributions

Medicare Open Enrollment 2026: What Wealthy Retirees Should Know

Planning for Serious Illness

Education &
Designations

University of Alabama
Bachelor of Science in Human Environmental Sciences with a concentration in Family Financial Planning, summa cum laude
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Financial Planning Association of North Alabama – member
Community Foundation of Greater Birmingham, Professional Partners in Philanthropy – member

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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