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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.

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.

Our-Communities-Local
Kevin Kingston
Christopher Ruedi
Abigail M. Ogden
Vicki Buechele
Life in Retirement with John Ruedi

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.

Get to Know Us

Events

September 29 @ 1:00 pm

Having a Purpose in Retirement

Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.

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October 6 @ 1:00 pm

Relocating in Retirement

Choosing where to live in retirement is a financial decision as well as an emotional one. Some people may want to move to a warmer climate or downsize to a condo in a maintenance-free community. The decision can have a dramatic effect on your relationships, hobbies, and many other aspects of your life.

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October 13 @ 1:00 pm

Tax Strategies for the Proposed Build Back Better Act

The long-awaited change in tax laws as promised by both the President and Congress last Spring is starting to take shape. Within the latest version of the Build Back Better Act, the budget reconciliation bill which contains the pending tax reforms, there were a few tax surprises worth noting for taxpayers who want to be prepared for the cooler tax climate ahead.

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October 20 @ 1:00 pm

Simple Safeguards

In today’s technological world, cyber criminals are looking for creative ways to deceive us, steal our identities, and commit cyber fraud. Jeff Lanza, an award-winning speaker, will demonstrate how to keep our identities safe and protect ourselves from cyber scams and fraud.

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $10.1 billion in assets under management and assets under advisement (as of 3/31/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2021 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.