Located at 5151 Mochel Drive in Downers Grove, IL, our fiduciary financial advisors at Savant Wealth Management remain committed to helping you pursue your ideal future. With a fee-only approach and more than 30 years of industry experience, we provide objective, personalized financial advice tailored to your unique goals. Whether you’re planning for retirement, managing investments, or navigating complex tax strategies, our advisors strive to bring clarity and confidence to your financial journey.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.
Schedule a consultation with our Downers Grove financial advisors today.
Savant Wealth Management combines the strength of a national firm with the personalized service of a local Downers Grove team. Our advisors serve as fiduciaries, meaning your best interests come first. We pride ourselves on providing transparent, evidence-based advice and maintaining close, accessible relationships with the clients we serve in the greater Downers Grove area.
Our Downers Grove office offers a full spectrum of financial services designed to support your life’s financial goals. From investment management and retirement planning to estate planning and tax strategies, our goal is to help provide comprehensive solutions that evolve with your needs. Use the clickable service links below to learn more about how we can support your financial well-being.
Our Downers Grove financial advisors bring years of experience and a client-first mindset to individuals and families in the area. With deep expertise in fiduciary service, our team remains dedicated to providing objective advice, personalized planning, and trusted relationships that stand the test of time.
Financial Advisor
Lead Advisor / Financial Advisor
Financial Advisor
Managing Partner / Financial Advisor
Explore tools, guides, and assessments curated by Savant to help you make informed financial decisions. Whether you’re planning for retirement, evaluating your current strategy, or seeking to improve your financial health, we designed our resources to support your goals every step of the way.
Reach out to Savant Wealth Management’s Downers Grove office at 630.271.0033 or schedule an introductory consultation online. Our goal is for you to experience the benefits of working with a local fiduciary team that prioritizes your financial well-being and long-term success.
Estate planning should be simple—with purpose. See how complexity created tax and probate headaches for one family and how to help keep your plan clear and current.
A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.
Higher education can be an expensive endeavor, so finding ways to return some of that money to your pocket can help you cut costs. One way you might qualify involves education tax credits.
A financial plan is designed to help reduce future uncertainty. It provides a logical framework to navigate life’s inevitable financial challenges, such as recessions, inflation, unemployment, health issues, and cash flow needs.
A fiduciary financial advisor must act in your best interests. At Savant, our advisors in Downers Grove adhere to this standard, offering advice that is objective and transparent.
We recommend bringing documents such as recent tax returns, retirement and investment account statements, income details, and a list of your financial goals or questions. This helps us understand your financial picture and build a customized strategy.
Clients benefit from comprehensive planning, which may include retirement strategies, tax and estate guidance, investment management, and more. We tailor our services to your unique financial situation and goals.
You’ll find our Downers Grove office at 5151 Mochel Drive, Suite 301. We’re just off Main Street in downtown Downers Grove, steps from the Downers Grove Main Street Metra Station. If you’re arriving from I-355, exit at Ogden Avenue. Go south on Main Street and turn left on Curtiss. Free parking is available on-site.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Make the Most of the Tax Code Before 2026 Changes Take Effect.
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.
