Timothy J. Mayer
CFP®, CPA, MSFinancial Advisor
Financial Advisors in Oakbrook Terrace, IL
At Savant Wealth Management, our Oakbrook Terrace-based financial advisors remain committed to providing trusted, personalized financial guidance to help you move forward with clarity. As fiduciaries, we focus solely on your goals and help offer recommendations that reflect your best interests.
Most of our clients begin with at least $750,000 in investable assets. However, we also serve those with strong potential for future financial growth due to career progression, business ownership, or an upcoming inheritance.
If you’re ready to take control of your financial future, reach out to our Oakbrook Terrace office, located at One Parkview Plaza, 17W110 W. 22nd Street, Suite 250, and schedule your introductory consultation today.
Meet Our Oakbrook Terrace Team
The advisors at our Oakbrook Terrace location bring both technical expertise and a commitment to client-first service. With a strong focus on collaboration, we work as a team to help you create a plan that helps support your long-term success. Our advisors proudly serve the Oakbrook Terrace community and surrounding areas with personalized solutions grounded in trust and transparency.
Danielle M. Moore
CFP®, MBAFinancial Advisor
Jordan H. Neuschwander
CFP®, CDFA®Financial Advisor
Adam J. Glassberg
CFP®, CIMA®Lead Advisor / Financial Advisor
Nicholas J. De Jong
CFP®, CPA, MASLead Advisor / Financial Advisor
Donald D. Duncan
CFP®, CFA®, CPA/PFS, CSEP®, MBAManaging Partner / Financial Advisor
Kevin J. Phillips
CFP®Financial Advisor
Guy C. Randazzo
CFP®, EAFinancial Advisor
Savant's Financial Views & News | Oakbrook Terrace, IL
Creating a Retirement Budget
A well-structured budget is key for planning a relaxing retirement. Key components: Understand your retirement income, categorize expenses, and track spending. Be flexible and set clear financial goals.
Retirement Planning in Chicago’s Western Suburbs: Preparing for the Future
How retirement planning shifts for households in Chicago’s Western Suburbs, from Illinois tax treatment and Social Security timing to healthcare and estate planning.
Non-Grantor Trusts Won’t Eliminate Your Taxes: What Social Media Leaves Out
Social media claims non-grantor trusts can erase taxes, block lawsuits, and preserve wealth forever. Here’s why estate planning rarely works that cleanly, and what to check before you act.
Why You Still Need a Financial Advisor in the Age of Information Overload
As financial information becomes commoditized, Savant explains what actually sets financial advice apart: perspective, a clear plan, and a disciplined process.
Upcoming Webinars
Working on Your Own Terms: A Guide to Semi-Retirement
October 7 | 1:00 PM CTDon't Miss This Webinar! Have $750K+ saved? Learn about semi-retirement and factors to consider when transitioning from full-time work.
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Medicare Planning for High-Net-Worth-Retirees: Common Mistakes to Avoid
October 14 | 1:00 PM CTNavigating Medicare – Preparing for retirement? Explore Medicare considerations in a webinar designed for those with $750K+ saved.
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Is It Time to Move? Financial Considerations for Retirees
October 21 | 1:00 PM CTConsidering a move in retirement? Explore key considerations. Intended for those with $750K+ saved.
Register Today
Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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