401 South 4th Street #910
Louisville, KY 40202
t: 502.371.9850
At Savant Wealth Management in Louisville, KY, our fiduciary financial advisors remain committed to helping individuals, families, and business owners make confident financial decisions. As a fee-only and majority employee-owned firm, we offer advice that is transparent, commission-free, and aligned with your goals. Our Louisville office, located at 401 S. Fourth St., helps provide personalized financial strategies built to support financial success.
We typically work with clients who have $750,000 or more in investable assets while also partnering with those who anticipate future growth through inheritance, career achievement, or other financial milestones.
You might be planning for retirement, organizing complex financial priorities, or developing a tax-efficient estate strategy. Our Louisville-based team is available for in-person or virtual consultations to help you create a plan that reflects your unique vision for the future. Schedule your introductory consultation to explore how Savant can help guide your financial journey.
Savant Wealth Management offers the reach of a national firm paired with the personal attention of a local team rooted in Louisville. As fiduciaries, we provide objective advice that prioritizes your best interests without commissions or product sales. Our advisors bring extensive experience and a client-focused approach to every relationship. We are committed to earning your trust through personalized service, transparent communication, and guidance that supports your long-term financial well-being.
Our Louisville office offers a broad range of financial planning services tailored to your evolving needs. 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. Browse the service categories below to learn how we can support your goals with clarity and care.
The advisors at our Louisville office combine years of industry expertise with a strong commitment to client-focused service. Guided by fiduciary principles, they work closely with individuals and families to create tailored financial strategies that reflect personal goals and values. They strive to build each relationship on trust, transparency, and a dedication to helping clients move forward with confidence.
Access a curated collection of planning checklists, financial tools, and educational resources designed to support transparent, confident decision-making. Whether you are fine-tuning your retirement strategy, reviewing your financial plan, or exploring ways to enhance your financial well-being, these materials can help you stay informed and in control.
Ready to build a financial plan that reflects your goals and priorities? Contact our Louisville office at 502.371.9850 or schedule your consultation today. Our local fiduciary advisors are here to help you take the next step with clarity, confidence, and a strategy tailored to your future.
A fiduciary advisor must legally and ethically put your interests first. At Savant, we believe this translates to delivering objective advice that is free from commissions and focused solely on helping you meet your financial goals.
It is helpful to bring recent investment and bank statements, tax documents, a list of your assets and liabilities, and any estate or insurance information. This allows us to develop a financial strategy that fits your full picture.
Our team offers comprehensive services, including retirement and investment planning, estate coordination, tax strategies, and long-term financial planning. We tailor each service to support your personal goals and financial needs.
Conveniently located at 401 S. Fourth St. in downtown Louisville, our office is easily accessible from I-65 and near the Fourth Street Live! entertainment district. Ample parking is available nearby.
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.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
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.
