Savant Wealth Management
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Wealth Management and Financial Planning in Bloomington, Illinois

Wise Counsel on Your Side

Savant is an independent, fee-only wealth management firm providing comprehensive financial advice in Bloomington, IL and across the nation.

We are compensated based on how well we manage your assets, not how often we trade, or what products we use. We consider our relationships with clients as a sacred trust by putting their best interest at the center of everything that we do.

Our mission is to give you peace of mind and reduce the worry in your financial life. We do this by bringing together our team of CPAs, CFPs, CFAs, and estate lawyers to focus on optimizing your financial wellbeing.

Financial Planning in Bloomington, Illinois

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How Financially Fit Are You?

Take our Financial Health Assessment to see how you score in 10 key areas.

The assessment is a three-minute exercise that provides you with an objective and wide-ranging audit of your current financial situation. 

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Our Services

Supporting Our Community

Our team members volunteer through a variety of local nonprofit organizations, helping to make a real and lasting difference in Bloomington, IL.

From board memberships to hands-on work for their favorite charity, our team members are passionate about improving the lives of those in our local communities.

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The Right Team

At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.

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Features & Perspectives

April 11, 2024

Offboarding Employees from Your 401(k) Plan

Leaving old retirement accounts behind is a surprisingly common practice, with billions of dollars sitting dormant across the U.S. While this may seem like a win for organizations saving on service fees, the reality is more complex. Neglected accounts create burdens for both employers and employees.
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©2023 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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