Savant Wealth Partners
Scalable Solutions for Growth
At Savant Wealth Partners, we are committed to empowering independent financial advisors and accountants to focus on what matters most—building relationships and achieving impactful results. With a 25-year track record partnering with RIAs, we offer comprehensive back-office support and portfolio management services designed to streamline operations and free up your time. For accountants looking to expand into wealth management, we provide the infrastructure, expertise, and guidance needed to build a thriving, sustainable business.
We’re more than your typical TAMP firm. As a majority employee-owned and founder-led company, we prioritize your success through:
Dedicated Support:
A tenured client service team focused on long-term relationships.Tailored Transitions:
Customized support and transition pricing designed to accelerate growth.Enhanced Client Experience:
Innovative technology and investment expertise.goRIA/InvestmentNews included Savant Wealth Partners among its national list of turnkey asset management providers that financial advisors look to when outsourcing asset management.1 When you’re ready to take the next step in growing your practice and supporting your clients, Savant is here to help.
