Hoffman Estates

Illinois

2815 Forbs Ave, Suite 107
Hoffman Estates, IL 60192
t: 847.851.2100

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Financial Advisors in Hoffman Estates, IL

If you’re looking for a knowledgeable financial advisor in Hoffman Estates, IL, Savant Wealth Management offers fiduciary advice designed around your unique goals. With more than 30 years of experience, our goal is to help individuals and families pursue financial clarity and build confidence.

We generally work with clients who have at least $750,000 in investable assets. That said, we also welcome those anticipating financial growth through career advancement, inheritance, or other future opportunities.

From refining your retirement strategy to managing complex investments, our Hoffman Estates team is here to support your financial journey. Contact us today to schedule a consultation with one of our local advisors.

Why Work with Savant in Hoffman Estates?

Savant combines the credibility of a national firm with the personal attention of a team based right here in Hoffman Estates at 2815 Forbs Ave. As fiduciaries, we remain committed to placing your interests first in every recommendation we make.

We serve clients across a wide range of life stages. Whether you’re preparing for retirement, navigating a business transition, or managing a family estate, our advisors take the time to understand your full financial picture. We are here to build long-term relationships rooted in trust, transparency, and results that align with your goals.

Financial Services Offered at Our Hoffman Estates Office

Our Hoffman Estates office provides comprehensive financial services tailored to your specific needs. Whether you’re looking for investment strategies, retirement planning, estate considerations, or tax-efficient solutions, our team is here to help. Explore the options below to see how we can support your financial goals.

Our Wealth Management Services

financial planning tools

Financial Planning Tools and Resources for Hoffman Estates Residents

We designed our library of planning tools, educational guides, and financial assessments to help you stay informed and provide clarity. Use these resources to help evaluate your financial health and explore opportunities for growth.

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Connect with a Financial Advisor in Hoffman Estates, IL, Today

If you’re ready to help build a more thoughtful financial future, our Hoffman Estates team is here to help. Call us at 847.851.2100 or schedule a consultation with one of our fiduciary advisors. We look forward to learning about your goals and helping you develop a plan that aligns with them.

FAQs About Financial Advisors in Hoffman Estates, IL

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

We recommend bringing recent tax documents, investment statements, retirement account information, and an outline of your goals. This helps us better understand your financial picture and develop a strategy that fits your unique situation.

Where is the Savant office in Hoffman Estates located?

You’ll find us at 2815 Forbs Ave., Suite 107, in Hoffman Estates. Easily accessible from Interstate 90, we’re near West Higgins Road. Free parking is available on-site.

What services do you offer at your Hoffman Estates location?

Our services include retirement planning, investment management, estate and trust strategies, tax planning, and more. We tailor each plan to your individual or family needs.

What does it mean to work with a fiduciary advisor at Savant?

As fiduciaries, we must act in your best interests. This means we design all our advice to support your goals, with complete transparency and objectivity.

Do you work with clients who are still growing their wealth?

Yes. While we typically work with clients who have $750,000 or more in assets, we also support individuals who expect their wealth to grow over time through career progression or other life changes.

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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