Madison

Wisconsin

1200 John Q. Hammons Drive, Suite 101A
Madison, WI 53717
t: 608.831.1300

Financial Advisors in Madison, WI

At Savant Wealth Management in Madison, WI, our fiduciary financial advisors offer personalized guidance to help you plan with clarity and confidence. As a fee-only and majority employee-owned firm, we provide objective, commission-free advice that puts your interests first. Located at 1200 John Q. Hammons Drive, our Madison office serves individuals, families, and business owners with customized financial strategies designed around their unique goals.

We often work with clients who have $750,000 or more in investable assets, but we also support those who expect meaningful financial growth through inheritance, professional advancement, or other opportunities on the horizon.

If you are approaching retirement, navigating complex financial challenges, or coordinating tax and estate planning, our Madison-based advisors are ready to help. We offer both in-person and virtual consultations to help support your needs. Schedule your consultation today to begin building a plan with confidence.

Why Choose Savant in Madison for Financial Planning?

Savant Wealth Management brings together national capabilities and a strong local presence in Madison. As a fiduciary firm, we remain committed to providing advice that is objective, transparent, and fully aligned with your best interests. Credentialed, experienced, and approachable, our Madison team focuses on helping you manage the complexities of your financial life with clarity and purpose. Our goal is to build lasting partnerships based on trust, integrity, and thoughtful financial guidance.

Financial Planning Services Offered at Our Madison Office

Our Madison office offers a wide array of financial services designed to support your entire financial picture. Our integrated team helps ensure every part of your financial life works in harmony, from investment and retirement planning to estate planning and tax strategies. View the service areas below to learn how we can help you pursue your goals with confidence.

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 Madison Financial Advisors

Our Madison financial advisors bring deep experience and a client-first mindset to help individuals and families in the area plan with clarity. With industry certifications and a commitment to fiduciary standards, our team remains committed to helping deliver personalized financial strategies that align with your goals and values.

Sarah E. McGinniss

CFP®, CRPS®, ABFP

Lead Advisor / Financial Advisor

Mary T. Lynch

CFP®, CTFA, MBA

Wealth Transfer Specialist

John J. Grande

AEP®, ChFC®, CLU®, MS

Director of Personal Risk Management and Insurance

Brent A. Lindell

CTFA, CFP®, AIF®, CRPS®

Financial Advisor

Bennett J. Wessley

CFP®

Financial Advisor

View All Madison Team Members

financial planning, Chicago, Illinois, Madison, Wisconsin

Financial Planning Tools and Resources for Madison Residents

Clarity in planning begins with the right resources. Our Madison office provides access to thoughtfully developed tools, checklists, and assessments to help you evaluate your current strategy and uncover new opportunities. Whether you are refining your retirement plan or improving your overall financial approach, these materials can help guide you each step of your journey.

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Connect with a Financial Advisor in Madison, WI, Today

Start building a plan designed to help bring clarity and confidence to your financial future. Call our Madison office at 608.831.1300 or schedule your consultation online. Our local fiduciary advisors are ready to help you align your goals with a strategy that works for you.

FAQs About Financial Advisors in Madison, WI

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

A fiduciary advisor must act in your best interests. At Savant, we use this standard to guide our transparent and objective approach.

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

We recommend bringing financial statements, tax returns, a list of your assets and liabilities, and any relevant estate planning documents. This helps us gain a clear understanding of your current situation and goals.

What financial services are available at Savant’s Madison office?

Our Madison team offers comprehensive services including retirement and investment planning, estate design, tax strategies, and more. We customize each plan to reflect your needs and support your long-term objectives.

How do I get to the Savant office in Madison, WI?

Find us conveniently located at 1200 John Q. Hammons Drive, Suite 101A, on Madison’s west side near the Greenway Station shopping area. Ample parking is available on-site.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

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.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

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

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.