Savant Wealth Management

Rockford

Illinois

190 Buckley Drive
Rockford, IL 61107
t: 815.227.0300

Financial advisors in Rockford, Illinois

Financial Advisors in Rockford, IL

At Savant Wealth Management in Rockford, IL, you’ll find a team of fiduciary financial advisors dedicated to helping you make informed, confident decisions about your financial future. As a fee-only firm, we operate with transparency and without commissions, helping to ensure that our guidance is always in your best interest. With our headquarters located right here in Rockford at 190 Buckley Drive, we are proud to serve individuals, families, and business owners across the region with personalized planning and investment strategies.

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.

Whether you’re approaching retirement, managing complex wealth, or simply looking to organize your financial life, our Rockford-based advisors are ready to meet with you in person or virtually. Schedule your introductory consultation to learn how Savant’s team can support your long-term financial goals.

Why Choose Savant in Rockford, IL?

Our Rockford office is home to Savant’s corporate headquarters and reflects our ongoing commitment to fiduciary excellence. As a majority employee-owned firm with more than three decades of experience, we are deeply rooted in the community and bring an institutional level of knowledge to every client relationship.

We are more than financial advisors; we are partners in your journey, providing objective guidance and a proactive, comprehensive approach to wealth management. Whether you live in Rockford or nearby communities, you can expect responsive service, customized strategies, and a lasting partnership focused on your financial well-being.

Financial Planning Services Offered at Our Rockford Office

From retirement planning to investment management and tax strategy, our Rockford team delivers a wide range of services tailored to your goals. We take a comprehensive approach to wealth management that evolves with you, helping ensure your plan remains aligned with your needs at every stage of life.

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 Rockford Financial Advisors

The Rockford, IL, office is home to one of Savant’s most robust advisory teams, bringing together decades of experience and a diverse set of credentials, including CERTIFIED FINANCIAL PLANNER® professionals, Chartered Financial Analyst® (CFA®) charterholders, and Enrolled Agents (EA). These professionals collaborate closely to serve clients with diligence, objectivity, and deep financial expertise. As fiduciary advisors, they are committed to putting your interests first and building trusted, long-term relationships.

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Tracy S. Beard

CFP®, AIF®, MSFS

Financial Advisor

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Jeffrey R. Lewis

CFP®, ChFC®, CRPS®

Lead Advisor / Financial Advisor

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Matthew D. Armstrong

CFP®, AIF®, CRPS®

Financial Advisor

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Michael T. Cyrs

JD, CFP®, MBA

Senior Director of Wealth Transfer

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William J. Gauger

MBA, M.Div.

Portfolio Advisor

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Scott F. Demler

CFP®, CRPS®

Financial Advisor

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Elizabeth N. Muldowney

CFP®, CRPC®, BFA™

Financial Advisor

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Teryn A. Fitzgerald

CFP®, CTFA, ECA

Financial Advisor

View Rockford Team Members
financial planning tools, Rockford, Illinois, Santa Fe, New Mexico, Chicago, Illinois

Financial Planning Tools and Resources for Rockford Residents

Financial confidence begins with clarity. At Savant Wealth Management in Rockford, we offer a collection of practical tools and resources to help guide your planning decisions. Whether you’re preparing for retirement, evaluating financial advisors, or seeking a holistic assessment of your financial health, we designed our digital resources to support your progress. Explore these tools to better understand your current position and identify your next steps.

FAQs About Financial Planning in Rockford

Is there a fiduciary financial advisor in Rockford, IL?

Yes. Savant Wealth Management is a fiduciary, fee-only financial advisory firm headquartered in Rockford, offering personalized planning and investment advice.

What does it mean to work with a fee-only financial advisor?

Fee-only advisors receive compensation only from their clients, which eliminates product-based commissions and helps ensure advice is always in your best interest.

How do I start working with a financial advisor at your Rockford office?

Start by scheduling a consultation. We’ll review your current financial situation, discuss your goals, and explore how our team can help.

Do you offer investment and tax planning in Rockford?

Yes. Our financial advisors provide comprehensive wealth management services, including investment management, tax strategy, retirement planning, and more.

How do I get to your Rockford, IL office?

Our office is conveniently located at 190 Buckley Drive, just off of East State Street and not far from the I-90 corridor. If you’re coming from downtown Rockford, take State Street eastbound; Buckley Drive is located near Perryville Road, with on-site parking. The office is easily accessible to visitors from surrounding communities as well.

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!

Retirement Planner Ebook

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.

How Can We
Help?

Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.

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