Martin’s Approach
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
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
- 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
- MA
Affiliations
- Windy City Performing Arts – chair of the board of directors
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
An “Interest”-ing Opportunity for Bond Investors
Introduced by the U.S. government to “encourage Americans to save for the future while protecting their savings from…
Donating Fine Art to Charity
Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art…
All Insights by Martin F. Perdoux
2 insights
An “Interest”-ing Opportunity for Bond Investors
Introduced by the U.S. government to “encourage Americans to save for the future while protecting their savings from…
Donating Fine Art to Charity
Valuing fine art can be tricky because artwork is a one-of-a-kind asset. Unlike stocks or currency, fine art…
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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.