Satellite Beach

Florida

1300 Highway A1A, Suite 103
Satellite Beach, FL 32937
t: 321.773.7773

Savant Wealth Management, Satellite Beach, Florida

Financial Advisors in Satellite Beach, FL

At Savant Wealth Management in Satellite Beach, FL, our fiduciary financial advisors remain committed to providing objective and client-centered financial guidance to help you pursue your ideal future with confidence. Free from commissions and product sales, we base our advice on independence, transparency, and a steadfast commitment to your best interests. Located at 1300 Highway A1A, our Satellite Beach office partners with individuals, families, and business owners to develop personalized strategies that align with their long-term goals.

We often serve clients with at least $750,000 in investable assets while also welcoming those preparing for financial growth through career achievements, liquidity events, or inheritance. Whether you are approaching retirement or refining your financial approach, our local team is available for in-person or virtual meetings to help you plan with purpose. Schedule a consultation with our Satellite Beach advisors and discover what it means to work with a team committed to your long-term success.

Why Choose Savant in Satellite Beach for Financial Planning?

Savant combines decades of national financial experience with a strong community presence in Satellite Beach. Every advisor on our team serves as a fiduciary, obligated to provide advice that puts your interests first. We don’t earn commissions or push products; we focus solely on helping you pursue your financial goals. Our Satellite Beach professionals are experienced, credentialed, and dedicated to providing straightforward, client-centered guidance.

Financial Planning Services Offered at Our Satellite Beach Office

Our Satellite Beach office offers comprehensive financial planning designed to bring structure and clarity to your full financial picture. From retirement and investment planning to planning your estate and tax strategy, Savant offers integrated guidance to help you manage every stage of your financial life. Our integrated team collaborates to build a strategy that supports your long-term goals.

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FAQs About Financial Advisors in Satellite Beach, FL

What makes working with a fiduciary financial advisor in Satellite Beach different?

A fiduciary advisor must act solely in your best interests. At Savant, this means our advice is transparent and free from commissions.

What should I bring to my first meeting with a financial advisor in Satellite Beach?

Please bring financial documents such as tax returns, investment statements, insurance summaries, and any estate planning materials. This helps us gain a clear understanding of your financial situation and priorities.

How do I get to the Savant office in Satellite Beach, FL?

Located at 1300 Highway A1A, Suite 103, in Satellite Beach, our office is easily accessible from South Patrick Drive. We also offer convenient on-site parking.

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Financial Planning Tools and Resources for Satellite Beach Residents

Having the right resources can make all the difference in your financial planning process. Our collection includes retirement readiness guides, investment review tools, and planning checklists designed to help you gain clarity and take confident action toward your goals.

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Connect with a Financial Advisor in Satellite Beach, FL, Today

Our goal is to help you take the next step toward a thoughtful financial future. Contact our Satellite Beach office at 321.773.7773 or schedule a consultation today. Our local fiduciary advisors are ready to help you build a strategy that supports your goals with clarity and confidence.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

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