475 Half Day Road, Suite 210
Lincolnshire, IL 60069
t: 847.541.6888
At Savant Wealth Management in Lincolnshire, Illinois, our fiduciary financial advisors offer guidance to help you plan your financial future with clarity and confidence. As a fee-only, majority employee-owned firm, we provide independent advice that is commission-free and designed to support your best interests. Located at 475 Half Day Road, our Lincolnshire office serves individuals, families, and business owners with customized planning and investment strategies built around your financial goals.
Our services are generally best suited for those with at least $750,000 in investable assets. That said, we also consider partnering with individuals and families who anticipate meaningful financial growth from a future inheritance, career advancement, or other expected opportunities.
You may be preparing for retirement, managing complex financial decisions, or seeking to align your tax and estate strategies. Our Lincolnshire-based advisors are available to meet with you locally or virtually. Schedule your introductory consultation to explore how Savant can help guide your financial journey.
Savant Wealth Management combines national resources with deep local roots in Lincolnshire. As a fiduciary firm, we provide objective advice that puts your best interests first. Our team is experienced, credentialed, and accessible, dedicated to helping you navigate life’s financial complexities with clarity and confidence. We offer a stable partnership grounded in trust and expertise.
At our Lincolnshire location, we provide a full range of comprehensive financial services to support every stage of your wealth journey. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.
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The advisors at our Lincolnshire office combine years of professional experience with a strong commitment to serving clients with integrity. Guided by fiduciary principles, they work closely with individuals and families to create customized financial plans that reflect personal goals and values. Their focus is on building long-term relationships through transparent communication and tailored strategies.
Team Lead / Financial Advisor
Financial Advisor
M&A Director
Financial Advisor
Senior Business Development Officer
Financial Advisor
Financial Advisor
Portfolio Advisor
A fiduciary financial advisor must legally and ethically act in your best interests. At Savant, this means providing transparent and objective advice.
To get the most from your initial consultation, bring recent financial statements, tax returns, a list of assets and liabilities, and any estate planning documents you may have.
We offer a broad suite of services, including retirement planning, investment management, estate planning, tax strategies, and more—delivered with a personalized, goal-oriented approach.
Conveniently located at 475 Half Day Road in Lincolnshire, our office is easily accessible from I-94 and Route 22. We also offer ample on-site parking.
Effective planning starts with access to the right resources. Our Lincolnshire team offers a variety of checklists, assessments, and guides designed to help you better understand your financial landscape. From retirement preparation to evaluating your current strategy, these tools are here to support your goals with insight and direction.
Take the first step toward building a thoughtful financial future. Contact our Lincolnshire office at 847.541.6888 or schedule an introductory consultation to learn how our fiduciary team can support your goals with personalized guidance.
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.
