221 W. Philadelphia Street, Suite 205
York, PA 17401
t: 717.846.6214
At Savant Wealth Management at 221 W. Philadelphia St. in York, PA, we offer personalized financial advice designed to help you pursue your goals with clarity and confidence. Our team of fiduciary advisors provides guidance rooted in transparency and long-term vision, always putting your interests first.
We often serve clients with $750,000 or more in investable assets. However, we also work with individuals and families on a growth trajectory and those preparing for significant life events such as an inheritance, business expansion, or professional milestone.
If you’re ready to create a plan that reflects your values and financial aspirations, our York team is here to help you take the next step.
When you partner with Savant in York, you gain access to a team that brings together national resources and a deep understanding of local financial needs. Our advisors remain committed to providing honest, personalized guidance that adapts as your life evolves.
As fiduciaries, we act solely in your best interests. Whether you’re refining your investment approach, optimizing your tax strategy, or planning for retirement, our goal is to help you make well-informed financial decisions that align with your vision for the future.
At our York location, we provide a full spectrum of financial planning services tailored to your individual or family needs. From building retirement strategies and managing portfolios to addressing estate complexities and tax planning, we focus on designing cohesive solutions that work together. Learn more about how we can help you move forward.
The advisors at Savant’s York office bring a client-first mindset to every conversation. With a foundation in fiduciary care, our team collaborates to offer tailored financial strategies that reflect each client’s unique goals. We are proud to serve the York community with strategies designed for long-term success and financial wellness.
Explore a wide range of tools, guides, and financial planning checklists curated by our team. We designed these resources to help you better understand your options, evaluate your progress, and take meaningful steps toward your long-term goals.
Are you ready to take control of your financial future? Reach out to our York office at 717.846.6214 or schedule your introductory consultation. Our team is here to listen, guide, and help you build a strategy that reflects your goals and priorities.
It’s helpful to provide recent financial statements, tax returns, and a summary of your goals or concerns. This allows your advisor to gain insight into your current financial landscape and begin shaping a customized strategy.
You can find us at 221 W. Philadelphia St., Suite 205, in York. We sit in downtown York with convenient access from surrounding areas. Free parking is available on-site for your visit.
Our York advisors offer a wide range of services, including financial planning, investment management, retirement design, estate planning, and tax strategies. We build each plan to reflect your specific goals and financial situation.
A fiduciary advisor must legally act in your best interests. At Savant, that means you receive objective advice focused on helping you pursue your long-term financial goals.
While many of our clients have substantial assets, we also work with people preparing for financial growth. If you are planning for a transition, inheritance, or career advancement, we can help you create a strategy to make the most of future opportunities.
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.
