Bloomington

Illinois

2315 E. Empire Street, Suite 2
Bloomington, IL 61704
t: 309.663.9477

Financial Advisors in Bloomington, IL

At Savant Wealth Management in Bloomington, IL, our fiduciary financial advisors are committed to helping you approach your financial future with clarity and confidence. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice centered around your best interests. From our office at 2315 E. Empire St., we serve individuals, families, and business owners with personalized strategies for building, managing, and preserving wealth.

We typically work with clients who have $750,000 or more in investable assets, and we also support those expecting financial growth through inheritance, career advancement, or business success.

You might be planning for retirement, seeking investment insight, or aligning your tax and estate plans. Our Bloomington-based team is available to meet in person or virtually to help you create a strategy that fits your goals. Schedule your introductory consultation to discover how Savant can help you build and protect your financial future.

Why Choose Savant in Bloomington for Financial Planning?

Savant Wealth Management brings expertise through a team that understands the unique financial needs of individuals and families in Central Illinois. Our Bloomington advisors help provide personalized guidance backed by a firmwide commitment to objectivity and integrity. As fiduciaries, we must act in your best interests. Whether you are building toward future goals or safeguarding your legacy, we offer strategic insight and responsive service designed to earn your trust for the long term.

Financial Planning Services Offered at Our Bloomington Office

Our Bloomington office offers a full suite of comprehensive financial services tailored to your evolving needs. From investment and retirement planning to estate planning and tax strategies, we coordinate your financial life through an integrated team approach. Explore the service options below to discover how Savant can help you move toward your financial goals with clarity and confidence.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Meet Our Bloomington Financial Advisors

Our Bloomington financial advisors bring broad expertise and a commitment to helping clients make confident, informed financial decisions. With a focus on planning, investment management, and tax strategy, our team works collaboratively to help deliver guidance that reflects your individual goals. As fiduciaries, we prioritize your best interests in every recommendation. We proudly serve clients across Bloomington

Kevin C. Kingston

ChFC®, CLU®

Lead Advisor / Financial Advisor

Christopher N. Ruedi

CFP®, CFA®, RICP®, MBA

Financial Advisor

View All Bloomington Team Members

financial planning tools and resources, Bloomington, Illinois, Clinton, South Carolina, Doylestown, Pennsylvania, Iowa City, Iowa, Sterling, Illinois

Financial Planning Tools and Resources for Bloomington Residents

At Savant Wealth Management, we believe confident decision-making starts with access to the right tools. Our Bloomington office offers a range of curated resources, including checklists, guides, and assessments to support your planning process. From reviewing your current financial strategy to preparing for future milestones, these materials are here to help you evaluate your financial health and help move forward with clarity.

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Connect with a Financial Advisor in Bloomington, IL, Today

To learn how Savant Wealth Management can support your financial journey, contact our Bloomington office today at 309.663.9477 or schedule a consultation with our team. If you are seeking clarity on retirement planning, tax efficiency, or a comprehensive financial strategy, our local fiduciary advisors are ready to help you take the next step with confidence.

Connect with an Advisor

FAQs About Financial Advisors in Bloomington, IL

What should I bring to my initial consultation with a financial advisor in Bloomington?

Bringing tax documents, investment statements, estate planning materials, and a list of your financial priorities will help your advisor understand your full financial landscape and create a tailored plan.

What does it mean that Savant acts as a fiduciary in Bloomington?

Being a fiduciary means we must always act in your best interests. At Savant, we operate on a fee-only basis, which eliminates commissions and helps ensure that our advice remains objective and aligned with your goals.

What types of financial services are available through the Bloomington office?

Our services include comprehensive financial planning, investment oversight, estate and tax planning, trust coordination, and business advisory support. Each offering’s design works in harmony to support your long-term financial objectives.

How do I get to the Savant office in Bloomington?

Our office is located at 2315 E. Empire St., Suite 2, just off Veterans Parkway. From Veterans Parkway, turn east onto Empire Street and continue toward the airport. Turn right on Eastport Drive, then right on Airline Drive. Parking is available on-site.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.