Orlando

Florida

4767 New Broad Street
Orlando, FL 32814
t: 321-773-7773

Savant Wealth Management
Orlando, FL

At Savant, we pride ourselves on being Main Street advisors, not Wall Street investors. Our financial advisors are committed to helping you pursue your ideal future. Whether you’re planning for retirement or managing your investments, our experienced advisors are here to support you every step of the way. A majority employee-owned, fee-only wealth management firm, we provide a comprehensive range of services, including financial planning, investment management, retirement planning, estate planning, and more.

Schedule a complimentary consultation with one of our Orlando financial advisors today.

We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

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

Our Wise Counsel

Robert M. DeVries

AWMA®, CRPS®, MBA

Financial Advisor

Jamie B. Ostrander

Financial Advisor

Laura K. Chiesman

CFP®, CDFA®

Managing Partner / Financial Advisor

View Orlando Team Members

News & Articles

Sudden Wealth Inheritance – Guilty or Not Guilty?

While there are many compelling stories about inherited wealth quickly lost through over-the-top spending and gifting, vulnerability to fraud, and bad business deals, the opposite can also happen. Some heirs are frozen into inaction by anxiety as they feel disconnected from and reluctant to take control of the assets left to them.

Learn More

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.

Savant Wealth Management Orlando, FL