Travis’s Approach
Travis R. Cliff
CFP®
Team Lead / Financial Advisor / Member Owner
Overview
Travis Cliff is a team lead and financial advisor on the University Wealth Management team in our Middleton, Wisconsin, office. As a CERTIFIED FINANCIAL PLANNER® professional, Travis helps individuals and families navigate all aspects of financial planning, including wealth transfer and philanthropy, proactive tax strategies, retirement income optimization, insurance analysis, debt management, and education funding.
Travis has worked in the financial services industry for more than two decades. Before joining Savant, he served as a financial adviser and wealth management advisor for a nationwide bank. He earned a bachelor’s degree in economics from the University of Wisconsin–Madison.
Travis and his wife, Michelle, live in Wisconsin with their four children: Olivia, Alex, Sophia, and Cora. He coaches youth basketball and enjoys traveling with his family to national parks and warm destinations. Travis also plays basketball and golf and is an avid supporter of Wisconsin sports teams.
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.
Education
- University of Wisconsin–Madison
Bachelor of Science in Economics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.