Savant Wealth Management

Stephen A. Heitz

AIF®, CRPS®

Managing Partner / Financial Advisor / Member Owner

“What you do for yourself dies with you when you leave this world, what you do for others lives on forever.” – Sir Ken Robinson

401 S 4th Street #910 Louisville, KY 40202
502.371.9850

Stephen is a managing partner and financial advisor in Savant’s Louisville, KY office. He has a membership interest in Savant.

Stephen spent his entire career advising a select group of clients on complex financial plans, with an emphasis on retirement and aging care, as well as estate and charitable planning. He is an Accredited Investment Fiduciary® (AIF®) and a Chartered Retirement Plans SpecialistSM (CRPS®).

Stephen has been involved in the financial services industry since 2003. He was a co-founder and director of family wealth and retirement plan consulting at Sortino Advisory Partners until it joined with Savant in 2024.

Stephen earned a bachelor of arts degree in economics with minors in math and business administration from Bellarmine University in Louisville.

Stephen enjoys traveling with his wife and three children. He is an avid cyclist, scuba diver, and skier, and he coaches high school archery.

Education &
Designations

  • Bellarmine University
    Bachelor of Arts in Economics with minors in Math and Business Administration
  • Accredited Investment Fiduciary® (AIF®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)

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