Plymouth

Michigan

41100 Plymouth Road, Suite B1-210
Plymouth, MI 48170
t: 734.737.0866

Financial Advisors in Plymouth, MI

At Savant Wealth Management in Plymouth, MI, our fiduciary financial advisors remain committed to helping you move forward with greater clarity and confidence. Operating under a client-first philosophy, we provide transparent financial advice rooted in transparency and professional integrity. Our office, located at 41100 Plymouth Road, partners with individuals, families, and business owners to design customized financial strategies that reflect their unique goals and life stages.

We frequently serve clients with $750,000 or more in investable assets while also welcoming those preparing for financial growth through career advancement, inheritance, or other key milestones. Whether you’re navigating retirement, managing complex investment portfolios, or integrating tax and estate planning into your broader strategy, our local team is ready to meet in person or virtually. Schedule your introductory consultation to explore how Savant can help guide your financial journey.

Why Choose Savant in Plymouth for Financial Planning?

Savant Wealth Management combines national expertise with a strong local presence in Plymouth. As fiduciaries, we are legally and ethically committed to acting solely in your best interests. Experienced, credentialed, and focused on providing objective, personalized financial advice, our Plymouth team prides itself on helping build lasting relationships rooted in trust and transparency.

Financial Planning Services Offered at Our Plymouth Office

Our Plymouth office offers a comprehensive suite of financial services designed to address every aspect of your financial life. We designed our integrated team approach to help ensure every part of your financial life works in harmony, from investment and retirement planning to estate planning and tax strategies. Explore the service options below to see how Savant can help you pursue your goals.

Our Wealth Management Services

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Financial Planning Tools and Resources for Plymouth Residents

Planning for your financial future starts with having access to the right resources. Our library includes practical tools, checklists, and assessments designed to help you assess where you stand and what steps to take next. Whether you are refining your investment strategy or preparing for retirement, we believe these materials can help support more informed, confident decisions.

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Connect with a Financial Advisor in Plymouth, MI, Today

Start planning for your future with guidance from a team focused on your success. Call our Plymouth office at 734.737.0866 or schedule a consultation to learn how our fiduciary advisors can help you build a strategy that supports your goals with confidence and clarity.

FAQs About Financial Advisors in Plymouth, MI

What does it mean to work with a fiduciary financial advisor in Plymouth?

A fiduciary advisor must put your interests ahead of all else. At Savant, we follow this standard by offering independent, commission-free advice designed to align with your personal financial goals.

What should I bring to my first meeting with a financial advisor in Plymouth?

It is helpful to bring investment statements, tax returns, insurance documents, and any estate planning paperwork. These items allow us to better understand your full financial picture and begin tailoring a plan to your unique needs.

How do I get to the Savant office in Plymouth, MI?

Our office is located at 41100 Plymouth Road, Suite B1-210, in Plymouth. We are easily accessible via I-275 and M-14, with free parking available on-site.

Resources

Retirement Countdown Guidebook

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

Upcoming Live Webinars

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

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.

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