2225 Mormon Trek Boulevard, Suite 200
Iowa City, IA 52246
t: 319.339.4884
If you are searching for a financial advisor in Iowa City, IA, who puts your interests first, Savant Wealth Management offers personalized, fiduciary guidance designed to help you make confident financial decisions. Our advisors provide comprehensive strategies tailored to your individual goals, no matter where you are on your financial journey.
We often work with clients who have accumulated $750,000 or more in investable assets. That said, we also collaborate with individuals and families who are on a strong financial trajectory, including those preparing for a business sale, a career shift, or an inheritance.
From building a retirement plan to refining your investment strategy, our Iowa City team, located at 2225 Mormon Trek Blvd., is here to support your financial well-being. Schedule a consultation to start planning your next steps.
At Savant Wealth Management, we remain dedicated to providing you with the resources of a national firm, paired with the hands-on support of a local team. Our advisors in Iowa City remain committed to helping you build and protect wealth through every stage of life.
As fiduciaries, we must act in your best interests. This means the advice you receive is based entirely on your financial goals. We’re here to help you find clarity, gain confidence, and move forward with a plan that makes sense for you and your family.
Our Iowa City office offers a broad range of financial services that work together to support your overall financial health. Whether you are looking to develop a tax strategy, manage your investments, or create a long-term estate plan, our advisors have the experience to help guide you. Use the service links below to explore how we can support your goals.
Our credentialed financial advisors in Iowa City care deeply about helping clients pursue their long-term financial goals. We work as a team, drawing from a wide base of knowledge to provide customized advice rooted in fiduciary standards. With a deep understanding of local needs and national trends, we are here to serve the Iowa City community with integrity and professionalism.
Our team has assembled a library of tools, guides, and assessments to help you better understand and manage your finances. Whether you are preparing for retirement or exploring investment options, these resources can help you make more informed choices.
Our team has assembled a library of tools, guides, and assessments to help you better understand and manage your finances. Whether you are preparing for retirement or exploring investment options, these resources can help you make more informed choices.
Helpful documents include tax returns, investment and retirement account statements, and a list of your goals and concerns. This gives your advisor a well-rounded view of your financial picture.
You can find us at 2225 Mormon Trek Blvd., Suite 200, in Iowa City. The office sits just off U.S. 281 and Highway 1. Free parking is available on-site.
Our services include retirement planning, investment management, estate planning, tax strategy, and more. We designed each service to work in harmony to support your long-term financial well-being.
Fiduciary advisors must provide advice that puts your interests ahead of everything else. At Savant, this means honest guidance, transparent communication, and strategies designed with your needs at the center.
Absolutely. In addition to serving high-net-worth individuals, we also support professionals and families who expect to see substantial financial growth over time.
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.
