7308 N. Willow Lake Court
Peoria, IL 61614
t: 309.693.0300
At Savant Wealth Management in Peoria, IL, our fiduciary financial advisors remain dedicated to helping you make informed, confident decisions about your financial future. We provide fiduciary financial guidance that prioritizes your interests and supports your long-term success. Located at 7308 N. Willow Lake Court, our Peoria office serves individuals, families, and business owners throughout the region with personalized planning and investment strategies tailored to your goals.
We typically work with clients who have at least $750,000 in investable assets. That said, we also consider partnering with individuals and families who anticipate significant financial growth from a future inheritance, career progression, or other expected wealth-building events.
Whether you’re navigating complex financial decisions, preparing for retirement, or seeking to align your tax and estate strategies, our Peoria-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-scale financial expertise with personalized local service. As fiduciaries, we are legally and ethically bound to act solely in your best interests. We do not sell products or earn commissions. Experienced, credentialed, and focused on helping you navigate your financial life with confidence and clarity, our Peoria team prides itself on building lasting relationships rooted in trust, objectivity, and thoughtful advice.
At our Peoria location, we provide a wide range of comprehensive financial services to support every aspect of your financial life. From retirement planning and investment management to tax optimization and estate strategies, our integrated team approach helps ensure your financial plan is cohesive and goal-driven.
Our Peoria financial advisors combine industry expertise with a client-first mindset. Backed by industry certifications and years of experience, they strive to provide fiduciary guidance and tailored strategies that help align your financial plan with your personal vision.
Gain access to planning checklists, tools, and assessments developed to support thoughtful financial decision-making. Whether you are reviewing your investment strategy or getting ready for retirement, we built these resources to help you better understand your options and take action with confidence.
Start building a financial plan designed around your goals with help from a team you can trust. Call our Peoria office at 309.693.0300 or schedule your consultation today. Our fiduciary advisors are ready to provide personalized guidance and help you move forward with clarity and confidence.
A fiduciary advisor must put your best interests ahead of all else. At Savant, we follow this principle by offering commission-free, objective advice aligned with your financial goals.
It’s helpful to bring investment account statements, tax returns, insurance documents, and any estate planning materials. These give us a full picture of your financial situation so we can begin building a personalized plan.
We offer a broad range of services, including retirement planning, investment oversight, estate and trust support, and tax strategies, all tailored to support your individual objectives.
Located at 7308 N. Willow Lake Court in Peoria, our office is accessible via Route 150. Free parking is available on-site.
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.
