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Martin F. Perdoux

CFP®, MA

Lead Advisor / Financial Advisor

Overview

Martin Perdoux serves as a lead advisor and financial advisor in our Chicago Northcenter office, and he provides a client-centered financial planning experience built on thoughtful listening and meaningful relationships.

Martin helps clients navigate important financial decisions, from retirement planning and tax strategies to wealth transfer, philanthropy, and education funding. He helps individuals and families create comprehensive plans that align their financial resources with their goals and values.

As a CERTIFIED FINANCIAL PLANNER® professional, Martin works across a broad range of financial planning disciplines, including retirement cash flow projections, retirement income optimization, proactive income and estate tax planning, insurance needs analyses, debt management, and charitable giving strategies. His approach is to help emphasizes clear communication, collaboration, and a deep understanding of each client’s priorities.

Martin has been involved in the financial services industry since 2013. Before joining Savant, Martin served as an advisor with two large wealth management firms. He also supported several nonprofit organizations in their fundraising efforts, helping advance programs that strengthen communities and expand access to important services.

Martin’s background combines financial planning with a strong foundation in the arts and human connection. He earned a bachelor’s degree in sculpture from San Diego State University and a Master of Arts (MA) in art therapy from the School of the Art Institute of Chicago. He is also fluent in French.

A dedicated community leader, Martin serves as chair of the board of directors for Windy City Performing Arts, a community-based choral organization that uses music to inspire change, celebrate diversity, and support the LGBTQ+ community. Martin, his wife, Eileen, and their two children are active members of Chicago’s Lincoln Square neighborhood and enjoy promoting community engagement through the arts.

Areas of Focus

Martin’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

University Wealth Management

Investment management and advisory services tailored to the unique needs of professors and other university professionals.

University 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.

Family Office Services

Equity Compensation

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Equity Compensation

Education

  • San Diego State University
    Bachelor of Applied Arts in Sculpture
  • School of the Art Institute of Chicago
    Master of Arts (MA) in Art Therapy

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional

Affiliations

  • Windy City Performing Arts – chair of the board of directors

Office Locations

Serving clients from our Chicago — Northcenter office.

Chicago — Northcenter

4040 N. Lincoln Ave Chicago, IL 60618

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Disclosures

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.

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