221 3rd Avenue SE, Suite 215
Cedar Rapids, IA 52401
t: 319.364.3041
At Savant Wealth Management in Cedar Rapids, IA, our fiduciary financial advisors are committed to helping you gain clarity and make informed decisions about your financial future. As a fee-only, majority employee-owned firm, we offer advice that is focused solely on your best interests. Located at 221 Third Ave. SE, our Cedar Rapids team supports individuals, families, and business owners throughout eastern Iowa with personalized planning and investment strategies.
Most of our clients have $750,000 or more in investable assets, but we also work with those anticipating significant financial growth through inheritance, career development, or other future milestones.
You may be planning for retirement, reviewing your investment approach, or coordinating your estate and tax planning. Our Cedar Rapids-based advisors are available to meet in person or virtually to help you build a financial strategy aligned with your goals. Schedule your introductory consultation to learn how Savant can help you pursue your long-term goals with clarity and confidence.
Savant Wealth Management combines the resources of a national firm with the personalized attention of a dedicated Cedar Rapids team. With strong Midwest roots and decades of industry experience, our goal is to help deliver financial planning that is both strategic and client-focused. As fiduciaries, we place your interests first and offer guidance that is transparent, and objective. Our local team is here to provide you with thoughtful, tailored advice and consistent support through every stage of your financial journey.
At our Cedar Rapids office, you’ll find a full range of financial services to support your goals: retirement and investment management, estate strategies, tax planning, and more. Our approach to financial planning centers on understanding the full scope of your financial life. We work to simplify complex decisions and create a strategy that reflects your individual needs. Browse the service areas below to see how our Cedar Rapids team can support your long-term goals.
The advisors at our Cedar Rapids office offer a combination of financial expertise and a dedication to client success. With a fiduciary responsibility to act in your best interests, they take time to understand your goals and build strategies tailored to your needs. Through a personalized and collaborative approach, their goal is to help you move forward with greater clarity and confidence.
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Director of Tax & Consulting
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Director of Tax & Consulting
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Managing Partner / Financial Advisor
Access our collection of helpful resources, including planning checklists, financial assessments, and strategic guides tailored to support informed decision-making. Whether you’re refining your financial plan or exploring new opportunities, these tools are designed to help you stay organized and confident as you move forward.
Take the next step toward greater financial clarity. Contact our Cedar Rapids office at 319.364.3041 or schedule a consultation with our team. If you are exploring retirement planning, tax efficiency, or a full financial strategy, our local fiduciary advisors are ready to support your goals.
Being a fiduciary means we always put your interests first in every aspect of our work. At Savant, this standard drives our commitment to transparent advice and long-term client relationships built on trust.
It helps to bring recent statements from your investment and retirement accounts, tax returns, insurance details, and any estate planning paperwork. These items allow us to get a clear picture of your finances and provide personalized recommendations.
We provide a comprehensive range of services, including financial planning, investment oversight, estate and tax strategies, and business advisory support. We tailor every plan to meet your specific needs and goals.
The Cedar Rapids office, located at 221 Third Ave. SE, Suite 215, sits near the intersection of First Avenue and Collins Road NE, close to Lindale Mall. Ample parking is available on-site for your convenience.
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.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
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.
