221 3rd Avenue SE, Suite 215
Cedar Rapids, IA 52401 t: 319-364-3041
Wealth Management in Cedar Rapids, IA
Savant Wealth Management is a majority employee-owned, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Whether you’re strategizing for retirement or simply aiming to build a secure financial future, Savant’s Wise Counsel is by your side.
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.
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David earned a bachelor’s degree from the University of Northern Iowa and a master of science (MS) degree in sports management from American Public University in Charles Town, WV.
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Brad has been involved in the financial services industry since 2010. He worked for World Trend Financial from 2011 serving as vice president and partner until it joined with Savant in 2022.
Brad is actively involved in coaching youth and high school sports, works with area schools teaching financial literacy, and volunteers for Junior Achievement of Eastern Iowa and 100+ Who Care – Cedar Rapids Metro. He was recognized by the Corridor Business Journal in 2014 as a 40 Under 40 leader in the Cedar Rapids and Iowa City corridor and was a member of the Cedar Rapids Metro Economic Alliance Leadership for Five Season Class.
Brad earned a bachelor’s degree in business administration from Augustana College in Rock Island, IL, graduating with cum laude honors.
Brad and his wife Kindel have four children, Olivia, Kellen, Grant, and Quinn. He enjoys spending time with family and friends, traveling, playing basketball and golf, and watching sports at all levels.
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Tory earned a bachelor’s degree from Mount Mercy University in Cedar Rapids.
Tory is a St. Louis Cardinals fan. He and his wife Kara have three children, Ozzie, Max, and Albert. Tory and Kara are founders of the Max Meiborg Foundation which raises funds to sponsor a Make-A-Wish child annually."
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Rob worked for World Trend Financial from 2008 until it joined with Savant in 2022. He serves on the board of directors for the Linn Mar School Foundation.
Rob earned a bachelor’s degree in business management from the University of Iowa. He and his wife Stefanie have two children, Matthew and Natalie, and live in Marion, IA. Rob enjoys staying active, whether it be a bike ride, a round of golf, or helping coach his children’s teams. He is a proud Hawkeye and Cubs fan, cheering them on through good times and bad.
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Sarah has been involved in the financial services industry since 2014. She worked for World Trend Financial from 2018 until it joined with Savant in 2022. Prior to joining World Trend, she was director of operations for Financial Concepts, LLC in Kalona, IA.
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Donna and her husband Jeff have three adult children who all work in Cedar Rapids and six grandsons. She enjoys bicycling, quilting, reading, and watching the Iowa Hawkeyes and Pittsburg Steelers."
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