
Matthew T. Zion
CFP®Financial Advisor
1226 Briargate Circle, Suite B
Columbia, SC 29210
t: 803.995.5811
At Savant Wealth Management in Columbia, SC, our fiduciary financial advisors strive to provide personalized, client-first financial guidance to help you work toward your ideal future. As a fee-only, independent firm located at 1226 Briargate Circle, we uphold fiduciary standards by offering objective advice that prioritizes your needs. Whether you’re planning for retirement, managing complex investments, or seeking long-term wealth strategies, our team brings deep experience and insight to the table.
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. If you’re seeking a trusted financial partner to help you build and preserve wealth, schedule a consultation with our Columbia financial advisors today.
Savant Wealth Management combines a national footprint with a strong local presence in Columbia. Our advisors are fiduciaries, which means we must act in your best interests. You can expect transparent, personalized service from professionals who understand the regional landscape and want to help you succeed.
We support a broad range of clients, from those nearing retirement to individuals anticipating future financial milestones. As a majority employee-owned firm, our advisors remain personally invested in providing consistent, guidance that aligns with your goals.
Our Columbia office provides access to a wide array of comprehensive financial services that address nearly every aspect of your financial life. Whether you are looking for investment management, retirement strategies, or tax and estate planning, we designed our offerings to help support your evolving needs. Explore the service categories below to find the right fit for your goals.
The financial advisors in our Columbia office remain committed to helping bring local insight and national expertise to every client relationship. With a deep commitment to Savant’s fiduciary principles, our team focuses on helping individuals and families navigate life transitions, optimize opportunities, and pursue long-term financial confidence. We are proud to offer a collaborative, client-centered experience grounded in transparency and trust.
Explore curated tools, checklists, and educational content designed to support your financial planning journey. We designed these resources to help individuals and families in Columbia make informed decisions, prepare for life changes, and build confidence in managing their financial future.
Call our Columbia office at 803.995.5811 or schedule your introductory consultation. Our local fiduciary advisors are ready to help you simplify financial complexity and take the next step toward your ideal future.
A fiduciary financial advisor must act in your best interests. At Savant, our Columbia advisors adhere to this standard by providing objective recommendations that support your goals.
Your first meeting with a Savant advisor focuses on getting to know your current financial situation, understanding your objectives, and identifying areas where we can provide value. It’s a collaborative and pressure-free opportunity to explore whether we are a good fit for your needs.
We offer comprehensive financial services that include planning, investment oversight, tax strategies, business consulting, and estate planning. We provide each service with a personalized approach based on your financial priorities.
You’ll find our office at 1226 Briargate Circle, Suite B, just off Interstate 26. Take the St. Andrews Road exit and head southeast. Turn onto Briargate Circle, and our building is on the right with ample free parking available on-site.
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.
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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.