Downers Grove

Illinois

5151 Mochel Drive, Suite 301
Downers Grove, IL 60515
t: 630.271.0033

Downers Grove, IL

Financial Advisors in Downers Grove, IL

Located at 5151 Mochel Drive in Downers Grove, IL, our fiduciary financial advisors at Savant Wealth Management remain committed to helping you pursue your ideal future. With a fee-only approach and more than 30 years of industry experience, we provide objective, personalized financial advice tailored to your unique goals. Whether you’re planning for retirement, managing investments, or navigating complex tax strategies, our advisors strive to bring clarity and confidence to your financial journey.

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.

Schedule a consultation with our Downers Grove financial advisors today.

Why Choose Savant in Downers Grove for Financial Planning?

Savant Wealth Management combines the strength of a national firm with the personalized service of a local Downers Grove team. Our advisors serve as fiduciaries, meaning your best interests come first. We pride ourselves on providing transparent, evidence-based advice and maintaining close, accessible relationships with the clients we serve in the greater Downers Grove area.

Financial Services Offered at Our Downers Grove Office

Our Downers Grove office offers a full spectrum of financial services designed to support your life’s financial goals. From investment management and retirement planning to estate planning and tax strategies, our goal is to help provide comprehensive solutions that evolve with your needs. Use the clickable service links below to learn more about how we can support your financial well-being.

Our Wealth Management Services

financial planning tools and resources St Charles, Illlinois, Downers Grove, Illinois

Financial Planning Tools and Resources for Downers Grove Residents

Explore tools, guides, and assessments curated by Savant to help you make informed financial decisions. Whether you’re planning for retirement, evaluating your current strategy, or seeking to improve your financial health, we designed our resources to support your goals every step of the way.

Connect with a financial advisor, Bloominton, Illinois, Downers Grove, Illinois

Connect with a Financial Advisor in Downers Grove, IL, Today

Reach out to Savant Wealth Management’s Downers Grove office at 630.271.0033 or schedule an introductory consultation online. Our goal is for you to experience the benefits of working with a local fiduciary team that prioritizes your financial well-being and long-term success.

FAQs About Financial Advisors in Downers Grove, IL

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

A fiduciary financial advisor must act in your best interests. At Savant, our advisors in Downers Grove adhere to this standard, offering advice that is objective and transparent.

What should I bring to my first financial consultation?

We recommend bringing documents such as recent tax returns, retirement and investment account statements, income details, and a list of your financial goals or questions. This helps us understand your financial picture and build a customized strategy.

How do I get to the Savant office in Downers Grove?

You’ll find our Downers Grove office at 5151 Mochel Drive, Suite 301. We’re just off Main Street in downtown Downers Grove, steps from the Downers Grove Main Street Metra Station. If you’re arriving from I-355, exit at Ogden Avenue. Go south on Main Street and turn left on Curtiss. Free parking is available on-site.

What services can I expect from the Downers Grove team?

Clients benefit from comprehensive planning, which may include retirement strategies, tax and estate guidance, investment management, and more. We tailor our services to your unique financial situation and goals.

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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