Evanston | Illinois

Evanston, Illinois

1578 Sherman Ave., #1

Evanston, IL 60201

Phone: 847.424.0465

Evanston, Illinois

Financial Advisors in Evanston, IL

At Savant Wealth Management in Evanston, IL, our fiduciary financial advisors seek to provide objective, client-first guidance to help you plan your financial life with clarity and confidence. We don’t sell products or earn commissions; we designed our advice to focus on your best interests.

Located at 1578 Sherman Ave., our Evanston office serves individuals, families, and business owners with customized planning and investment strategies tailored to your goals. While many clients have at least $750,000 in investable assets, we also partner with those anticipating meaningful financial growth from career progression, a business transition, or an expected inheritance.

Whether you’re preparing for retirement, coordinating tax and estate strategies, or seeking a cohesive plan for complex wealth, our local advisors can meet with you in person or virtually—whatever works best for you. Schedule your introductory consultation to explore how Savant can help guide your financial journey.

Why Choose Savant in Evanston for Financial Planning?

Savant combines national resources with a local Evanston team that understands your priorities. As fiduciaries, we remain committed to acting in your best interests in accordance with legal and ethical standards. Because we don’t receive commissions or promote products, we designed our recommendations to focus on what matters to you.

Our advisors offer transparent communication and personalized service backed by a collaborative firmwide bench in investments, tax, and estate planning. We help align your plan with your goals through every stage of life.

Financial Services Offered at Savant’s Evanston Office

At our Evanston office, we provide a full spectrum of integrated services designed to bring every part of your financial life together. Our offerings include comprehensive wealth management, investment management, and personalized financial planning.

We also help clients with estate planning and wealth transfer strategies, tax advisory and preparation, and trust services. For business owners, we offer accounting and consulting services as well as company retirement plan strategies. Every service reflects our fiduciary standards and personalized approach.

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 Evanston Financial Advisors

Our Evanston advisors combine professional credentials with a client-first mindset. They collaborate across specialties to provide coordinated advice intended to reflect your goals, values, and timeline—all grounded in the fiduciary standard.

Each member of our team offers experience in areas such as retirement planning, tax strategy, and investment management, collaborating to support well-rounded guidance. By working together, our advisors strive to simplify complexity and help you feel confident about your financial future.

John P. Swee

CFP®, MBA

Financial Advisor

Anthony J. Sapienza

CFP®

Financial Advisor

D. Douglas Close

CFP®, CPA

Financial Advisor

Financial Planning Tools and Resources for Evanston Residents

Savant Wealth Management offers more than personalized advice; we provide access to a wide range of tools and educational resources that are intended to help you make informed decisions. From interactive retirement calculators and tax planning guides to articles on investment strategies and estate planning, we designed our resources to help give you clarity and confidence at every stage of your financial journey.

Whether you prefer to explore our online learning center, attend local workshops, or schedule a one-on-one consultation, we want you to have the knowledge and strategies to pursue your goals.

Connect with a Financial Advisor in Evanston, IL, Today

Ready to take the next step? Connect with a Savant advisor in Evanston. We’re ready to listen, understand what matters most to you, and create a personalized plan to help you move toward your goals. Call our Evanston office at 847.424.0465 to get started, or schedule an introductory consultation today.

FAQs About Financial Advisors in Evanston, IL

What types of clients do you typically work with in Evanston?

We work with individuals, families, and business owners. Many of our clients have at least $750,000 in investable assets, though we also partner with those anticipating significant financial growth through career advancement, business transitions, or inheritance.

What makes Savant different from other advisory firms in Evanston?

Savant operates as an independent, fee-only fiduciary firm, which means we seek to act in your best interests. We don’t sell products or earn commissions. Our structure is designed for local advisors to collaborate with firm-wide specialists in tax, estate planning, and investments to offer comprehensive wealth management.

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

Bring any recent financial statements, tax returns, and a list of your goals or concerns. This can help us understand your current situation and start building a personalized plan. If you’re unsure what to include, don’t worry, we’ll guide you through the process.

How do I get to the Savant office in Evanston?

Our office is at 1578 Sherman Ave., #1. We’re easily accessible from downtown Evanston and near public transportation. Parking options are available nearby for your convenience.

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

A fiduciary must act in your best interests. At Savant, we follow this standard by providing advice intended to align with your goals, without selling products or earning commissions.

Resources

Avoiding a Big Tax Bill: 8 Ways to Plan Ahead

Bring your taxes in line with these 8 smart “above-the-line” and “below-the-line” deductions.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Readiness, financial planning in Atlanta, Georgia, Vienna, Virginia

The Retirement Income Game Plan

The Retirement Income Game Plan is designed to walk you through key decisions and smart strategies to help turn your savings into reliable retirement income.

2025 Year-End Tax Guide: Navigating the One Big Beautiful Bill Act

Make the Most of the Tax Code Before 2026 Changes Take Effect.

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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