David C. Poudrier
CFP®, CPWA®Financial Advisor
Financial Advisors in Tampa, FL
At Savant Wealth Management in Tampa, FL, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interests. From our office at 100 S. Ashley Drive, Suite 600, where our advisors are available by appointment only, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.
While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance. Many of our clients come to us during periods of financial change, whether they’re preparing for retirement, growing a business, relocating, or evaluating new opportunities. Our advisors help create strategies designed to support both today’s priorities and tomorrow’s goals.
Whether you’re planning for retirement, navigating a major life transition, or seeking guidance as your financial situation evolves, our Tampa-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and confidence.
Why Choose Savant in Tampa for Financial Planning?
Savant Wealth Management brings national depth and local insight to every client relationship. Our Tampa advisors are committed to providing personalized guidance supported by a collaborative, credentialed team. As fiduciaries, we are required to act in your best interests, providing transparent advice.
Financial success often creates new opportunities and new decisions. Whether you’re managing growing wealth, preparing for retirement, planning for a business transition, or adapting to changing financial priorities, our team can help you navigate those decisions through a comprehensive and personalized planning approach. We focus on helping clients build strategies that can evolve alongside their lives and goals.
Financial Planning Services Offered at Our Tampa Office
Our Tampa office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. By bringing together multiple areas of financial expertise, we can help clients make more informed decisions and adapt their plans as opportunities and circumstances change over time. Explore the service options below to see how Savant can help you pursue your goals.
Meet Our Tampa Financial Advisors
Our Tampa financial advisors have years of experience and provide a fiduciary commitment to every client interaction. With specialized knowledge across investment management, retirement planning, tax strategies, and estate planning, we provide comprehensive guidance tailored to each client’s unique situation. We work closely with individuals, families, and business owners to help them navigate important financial decisions, identify opportunities, and create strategies designed to support long-term financial goals. We take pride in serving the Tampa community with thoughtful advice and a personalized approach.
Financial Planning Tools and Resources for Tampa, FL, Residents
Making confident financial decisions starts with access to the right information. Our Tampa team provides planning tools, educational resources, and financial insights designed to help you evaluate opportunities, navigate financial change, and stay focused on your long-term goals. Whether you’re preparing for retirement, managing growing wealth, or exploring new opportunities, these resources can help support more informed decision-making.
Savant's Financial Views & News | Tampa, FL
Citywire Recognizes Savant as a Top Growth Firm
Savant Wealth Management was named a runner-up on Citywire’s 2026 50 Growers Across America list, recognizing the firm’s continued growth.
Retirement Planning in Tampa: Developing a Tax-Efficient Income Strategy
Explore retirement planning in Tampa, FL including tax-smart withdrawals, Social Security timing, and retirement income strategies.
How Tampa Families Can Balance Retirement, Lifestyle, and Long-Term Wealth Goals
Learn how Tampa families can balance retirement planning, lifestyle spending, and long-term financial goals with a coordinated strategy.
Why Exencial Chose Savant: A Conversation with John Burns and Caleb Dillard
Exencial leaders share why they partnered with Savant and how the firms align in their approach to clients, values, and growth.
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.
Save Your Seat
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.
Sign Up
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!
Watch NowFAQs About Financial Advisors in Tampa, FL
Why work with a financial advisor in Tampa, FL?
Working with a local financial advisor in Tampa provides access to personalized guidance and ongoing support as your financial needs evolve. Whether you’re planning for retirement, managing investments, or navigating major financial decisions, a local advisor can help you create a strategy aligned with your goals.
How can a financial advisor help individuals relocating to the Tampa area?
Relocating can create new financial considerations related to taxes, retirement planning, investment management, and long-term financial goals. A financial advisor can help evaluate these factors and create a strategy tailored to your evolving needs.
What wealth management services are available through Savant’s Tampa office?
Our Tampa office offers investment management, financial planning, retirement planning, estate planning, tax advisory services, trust services, and comprehensive wealth management solutions designed to support long-term financial success.
How can financial planning help business owners in Tampa?
Business owners often face unique financial decisions related to succession planning, retirement planning, tax strategies, and wealth management. A comprehensive financial plan can help align business and personal financial goals.
How often should I review my financial strategy in Tampa?
Many individuals review their financial strategy annually and after major life or financial events such as retirement, relocation, business changes, inheritance, or significant market shifts.
What should I look for when choosing a financial advisor in Tampa, FL?
When evaluating financial advisors, consider their experience, planning philosophy, compensation structure, and ability to provide guidance across multiple areas of your financial life.
How do I get started with a financial advisor in Tampa, FL?
Getting started typically begins with a conversation about your goals, financial priorities, and current situation. From there, an advisor can help develop a personalized strategy tailored to your needs.
Connect with a Financial Advisor in Tampa, FL, Today
Whether you’re preparing for retirement, navigating a business transition, or planning for future opportunities, our Tampa advisors are here to help. Contact our office at 813.723.1274, or schedule a consultation to discuss your goals and learn how personalized financial guidance can help support your long-term goals.
