Tory’s Approach
Tory A. Meiborg
Senior Managing Partner / Financial Advisor / Member Owner
Overview
Tory is a senior managing partner and financial advisor in Savant’s Cedar Rapids, IA office. He has a membership interest in Savant.
Tory worked for World Trend Financial from 1997 until it joined with Savant in 2022.
Tory is the treasurer and founding member of CR netWORK, a local children’s charity, and serves on the board of trustees at Cottage Grove Place. He is a Corridor Business Journal 40 Under 40 award winner.
Tory earned a bachelor’s degree from Mount Mercy University in Cedar Rapids.
Tory is a St. Louis Cardinals fan. He and his wife Kara have three children, Ozzie, Max, and Albert. Tory and Kara are founders of the Max Meiborg Foundation which raises funds to sponsor a Make-A-Wish child annually.
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
- Mount Mercy University
Bachelor’s
Affiliations
- CR netWORK – treasurer, founding member
- Cottage Grove Place – board of trustees member
- Max Meiborg Foundation – co-founder
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is Your Investment Policy Statement Still Current? A Practical Reminder for Retirement Plan Sponsors
Learn why retirement plan sponsors should periodically review their Investment Policy Statement and what changes may warrant updates.
The QSBS Tax Exclusion Just Got Bigger: What Business Owners Need to Know
Section 1202 changed in 2025, raising the QSBS exclusion to $15 million and adding new holding-period tiers. Here’s…
Five Items Every Retirement Plan Sponsor Should Review Before Year-End: A Practical Mid-Year Check-In for Fiduciary Committees and Business Owners
Year-end deadlines can arrive quickly. Learn five areas retirement plan sponsors may want to review, including compliance, fiduciary…
How Taxes Impact Your Retirement Plan Video from Savant Wealth Management
Watch the video "How Taxes Impact Your Retirement Plan" to learn expert strategies on taxation. Get practical tips…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
Additional Disclosures
2009 40 Under 40 Cedar Rapids & Iowa City: This ranking published in October of 2009 by the Corridor Business Journal recognizes members of the Corridor community under the age of 40. Savant did not pay a fee to be considered for this recognition.