Kevin’s Approach
Kevin J. Phillips
CFP®
Financial Advisor / Member Owner
Overview
Kevin Phillips serves as a financial advisor in Savant’s Oakbrook Terrace, Illinois, office, where he focuses on comprehensive financial planning and long‑term wealth strategies. As a CERTIFIED FINANCIAL PLANNER® professional, he guides individuals and families through major life transitions by helping them make informed decisions about income and estate tax planning, retirement income strategies, philanthropic goals, education funding, and insurance planning.
Kevin has been involved in the financial services industry since 2005. Before joining Savant, he served as a senior financial advisor at an Illinois wealth management and financial planning firm, where he helped create and implement customized financial strategies. His background also includes managing listed equity trading on the New York Stock Exchange and NASDAQ for a Chicago‑based firm. As a partner and senior equity trader, he trained new traders and led a team responsible for executing complex market strategies.
He remains active across several professional and community organizations. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Financial Planning Association of Illinois Chapter. In DuPage County, he serves as a trustee for the DuPage Foundation, where he is chair of the financial operations committee and was previously chair of the investment committee. Kevin also contributes to the DuPage Foundation Next Generation Initiative and previously served on the board of the St. Charles Education Foundation.
The Kane County Chronicle named him a 2017 “Best Under 40” recipient, recognizing his professional and community involvement1.
He graduated from Indiana University with a bachelor’s degree in public finance and later earned a certificate in financial planning from Northwestern University in Evanston, Illinois.
Kevin lives in St. Charles, Illinois, with his wife, Jennifer, and their four children, Tyler, Emma, Anna, and Michael. He enjoys coaching his children’s activities, golfing, fishing, and traveling.
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.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
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
- Indiana University
Bachelor of Science in Public Finance - Northwestern University
Certificate in Financial Planning
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- National Association of Personal Financial Advisors (NAPFA) – member
- Financial Planning Association – member
- Financial Planning Association of Illinois Chapter – member
- St. Charles Education Foundation – board member
- DuPage Foundation – board trustee, executive committee member, investment committee chair
- Ann & Robert H. Lurie Children’s Hospital of Chicago Legacy Partners Council – member
- DuPage Foundation Next Generation Initiative – member
- DuPage Estate Planning Council – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management
Watch the video "Tax Strategies for High-Net-Worth Investors" to learn expert strategies on taxation. Get practical tips from…
Office Locations
Serving clients from our Oakbrook Terrace office.
Oakbrook Terrace
One Parkview Plaza17W110 W. 22nd Street, Suite 250 Oakbrook Terrace, IL 60181
t.
630.357.2224
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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.
12017 Kane County Chronicle Best Under 40: This annual rating was published in September 2017 by the Kane County Chronicle. Honorees were selected from nominations submitted to the Kane County Chronicle recognizing individuals under age 40 for contributions to their company, profession, and community. Savant did not pay a fee to be considered for this rating.