Vienna

Virginia

1945 Old Gallows Road, Suite 505
Vienna, VA 22182
t: 703.288.0500

Financial Advisors in Vienna, VA

At Savant Wealth Management, our financial advisors at 1945 Old Gallows Road in Vienna, VA, remain committed to helping provide client-first, fiduciary advice to help you gain greater control over your financial future. Whether you’re preparing for retirement, organizing your investments, or developing a long-term wealth strategy, we offer customized guidance backed by years of experience.

We typically serve clients with $750,000 or more in investable assets, but we also work with individuals who are building toward financial milestones. If you’re expecting future growth due to a business, career advancement, or inheritance, we can help you prepare with intention.

Our Vienna team is ready to help you. Schedule a consultation and learn how we can help you build a personalized financial plan aligned with what matters most to you.

Why Choose Savant in Vienna for Financial Planning?

At Savant, we can help provide the strength of a national firm with the personalized attention of a locally based team. Our advisors in Vienna provide guidance that is transparent, data-driven, and completely focused on helping you pursue your financial goals.

As fiduciaries, we put your interests ahead of everything else. Whether you’re evaluating your investment portfolio, planning for a major life event, or simply looking for a second opinion, our team is here to offer thoughtful, objective support.

Financial Services Offered at Our Vienna Office

Our Vienna location offers access to a wide range of integrated financial services. From wealth management and retirement planning to estate strategies and tax considerations, our advisors work to ensure each piece of your financial life fits together cohesively. Use the service links below to explore how we can support your needs.

Our Wealth Management Services

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Financial Planning Tools and Resources for Vienna Residents

Savant offers a curated set of checklists, calculators, and educational tools to help you make well-informed financial choices. We designed these resources to provide clarity and direction, no matter where you are in your planning journey.

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Connect with a Financial Advisor in Vienna, VA, Today

Are you ready to take a more strategic approach to your finances? Contact our Vienna office at 703.288.0500 or schedule an introductory consultation. Our team is here to help you build a customized financial plan that reflects your goals and adapts to life’s changes.

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FAQs About Financial Advisors in Vienna, VA

What information should I bring to my first meeting?

We recommend bringing documents such as recent investment statements, tax returns, and an overview of your financial goals. These materials help us get a complete picture of your current situation and begin building your plan.

Where is the Savant office located in Vienna?

Our office is at 1945 Old Gallows Road, Suite 505, in Vienna. We are conveniently located near major roadways, including Interstate 495 and Route 7, with free parking available at the building.

What services do you offer at this location?

Our services include investment advisory, retirement strategies, estate and tax planning, and financial planning. We tailor each plan to your unique objectives and review it regularly to keep you on track.

Why is working with a fiduciary important?

Fiduciary advisors must adhere to the highest standard of care and act in your best interests. At Savant, we believe this means personalized guidance you can trust.

Do you work with individuals who are still growing their wealth?

Yes. We support not only high-net-worth clients but also those preparing for future financial growth. Whether you’re advancing in your career or anticipating a life transition, we’re here to help you plan ahead.

Resources

Retirement Countdown Guidebook

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

Upcoming Live Webinars

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

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.

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