1200 Broadcasting Road, Suite 100
Wyomissing, PA 19610
t: 610.927.4685
Looking for a financial advisor in Wyomissing, PA, who puts your best interests first? At Savant Wealth Management, our team located at 1200 Broadcasting Road remains dedicated to providing fiduciary advice grounded in objectivity and transparency. Whether you’re focused on retirement planning, investment strategies, or long-term wealth preservation, our advisors offer personalized guidance to help you pursue your financial goals with clarity and confidence.
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. Schedule a consultation with our Wyomissing financial advisors today.
Savant Wealth Management brings national expertise to the local Wyomissing community. As a fee-only, independent firm, we remain committed to acting as true fiduciaries. That means providing guidance in your best interests. Our local team combines industry credentials with a deep understanding of the financial needs of Wyomissing residents.
We typically work with individuals and families who have substantial investable assets or are on a growth trajectory toward long-term financial success. At every stage, our advisors aim to provide clarity, confidence, and personalized service rooted in a client-first philosophy.
At our Wyomissing office, clients have access to Savant’s full spectrum of comprehensive financial services. Whether you’re navigating investment management, preparing for retirement, or seeking guidance on tax and estate planning, our team provides integrated strategies designed to help fit your unique needs. Explore the service areas below to learn more about how we can help you pursue your long-term financial goals.
Our Wyomissing financial advisors help bring deep experience and a client-first mindset to help individuals and families in the area plan with clarity. As fiduciaries, we hold ourselves to the highest standard of care and welcome the opportunity to help you pursue a more thoughtful financial future.
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Director of Investment Strategy
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Explore our tools, checklists, and assessments below to support your financial decision-making. We designed our curated resources to help you plan thoughtfully and stay informed every step of the way.
Contact our Wyomissing office at 610.927.4685 to schedule your introductory consultation. Discover the difference of working with a local team dedicated to fiduciary standards and personalized service. We’re here to help you chart a confident financial path forward.
A fiduciary advisor must act in your best interests. At Savant, our Wyomissing team follows this standard, providing advice that is transparent and focused solely on your financial well-being.
Clients can access a wide range of services, including investment and retirement planning, financial and estate strategies, tax guidance, and more. Our approach is holistic, integrating all aspects of your financial life.
During your first meeting, we’ll get to know your financial situation, goals, and concerns. From there, we’ll discuss how our services can support your needs and outline potential next steps.
Access our Wyomissing office, located at 1200 Broadcasting Road, Suite 100, via U.S. Route 222, take the Broadcasting Road exit, and head west. You’ll find our office just past the Berkshire Mall, with ample on-site parking available for your convenience.
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.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
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.
