Deep Roots in the University Community
Our team has roots in the university community dating back several decades. Founded in 1993 by Mike and Pat Filbrandt, our firm has always specialized in striving to provide comprehensive wealth management to university faculty, physicians, and administrators nationwide. When we joined Savant Wealth Management in 2021, our experienced professionals helped shape Savant University Wealth Management .
Mike and Pat Filbrandt had a pioneering vision: to bring comprehensive planning directly to university leaders while keeping their hard-earned retirement savings in the university plans. Our firm got its start in Madison, Wisconsin, helping professors and physicians navigate the complexities of retiring from a university.
The Filbrandts’ vision, providing financial guidance to leaders in the university community, quickly spread from one campus, several decades ago, to a nationwide presence at universities all over the United States.
Building Ideal Futures for University Leaders
Today, Savant University Wealth Management continues to build partnerships with university leaders. Our expanded team understands the rigors of working in a university setting, including teaching responsibilities, research, student support, grants, travel, labs and, for some, the practice of medicine. These may leave little time for personal endeavors, such as financial planning.
Comprehensive financial planning is the core of our service, including retirement planning, estate planning, tax planning, and investment management. We also offer trust services, making it easy for our clients to take care of the majority of their financial needs in one place.
Our team always takes an educational approach with clients, helping you understand why and how we work on your behalf. We are a fee-only fiduciary, committed to placing our clients’ interests first. We never receive commissions, don’t hold client assets, and do not sell any investment products. Having worked with the higher-education community for many years, we believe our advisors have a deep understanding of university benefits and the unique needs of university professionals. We would love to discuss your unique circumstances and how we might be able to assist you with your planning.