Planning for the future is all about perspective.
Savant Wealth Management offers a comprehensive focus, including tax and estate planning, aligned with your best interests.
Schedule a Call At Savant Wealth Management, we help successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors offers comprehensive, strategic guidance across all areas of wealth management—including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we’re committed to putting your best interests first—always. And wherever life takes you, Savant Wealth Management is by your side, providing Wise Counsel when you need it most.
Experience and Recognition
16.5K+
Clients Served
1986
Year Established
43
Savant Offices
192
Employee Member-Owners
$30.9B+
Client Assets – AUM & AUA*
As of 06/01/2025
*Company statistics as of May 1, 2025. Client assets refers to client assets under management (AUM) $29.6b and client assets under advisement (AUA) $1.3b.
Our Wealth Management Services
Savant's Financial Views & News
Father’s Day Financial Advice
For many of us, the earliest lessons about money, work, and responsibility came from our dads—sometimes through stories, other times by example. In this post, several advisors reflect on the financial wisdom their fathers shared and how it still influences them today.
Top 5 Mistakes to Avoid in Retirement Account Planning
What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make.
Is Custom Indexing Worth It? | Ask a Savant Financial Advisor
Custom indexing has gained attention as a potential game-changer for your personal investment strategy, But how do you know if custom indexing is a good strategy for you?
How to Settle Your Parents’ Estate [On-Demand Webinar]
Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.
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By Your Side on Life’s Journey
Rebuild Your Life After Losing a Spouse
Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.
Learn More
Navigate the Challenges of Divorce
Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.
Learn More
Roll Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
401(k) Rollover
Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
Learn More
Rethink Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
Learn More
Maximize Your Equity Compensation
Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.
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Avoid a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Sell a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
Learn More
Roll Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
401(k) Rollover
Navigate the Challenges of Divorce
Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning.
Learn More
Rebuild Your Life After Losing a Spouse
Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges.
Learn More
Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
Learn More
Rethink Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
Learn More
Maximize Your Equity Compensation
Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth.
Learn MoreReady to build your ideal future?
As your financial picture becomes more complex, you need a financial advisor with access to the specialists and resources who can help build your ideal future. Our team includes a growing list of knowledgeable professionals who work with divorcees, university professionals, public company executives, family caregivers, and more. But that’s not all! Learn the five most important reasons why we believe Savant should be your first call.
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