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 * Resources
   * Articles, Market Commentary & More
   * Webinars
   * Find Your Retirement Personality
   * Wise Women
   * News Room
 * Our Wise Counsel
   * On Your Side
   * Our Approach
   * Our Case Studies
   * Our Process
   * Our Team
   * Our Authors
   * Our Speaker’s Bureau
 * Who We Serve
   * Individuals & Families
     * Building Wealth
     * Transitioning into Retirement
     * Leaving a Legacy
   * Executives & Professionals
   * University Professionals
   * Businesses
 * Our Services
   * Comprehensive Wealth Management
   * Investment Management
   * Financial Planning
   * Estate Planning & Wealth Transfer
   * Tax Advisory & Preparation
   * Trust Services
   * Accounting & Consulting Services
   * Family Office Services
   * Company Retirement Plan Services
 * About Us
   * Our Firm
   * Our Team
   * Our Locations
   * Our Recognition
   * Our Story
   * Our Career Center
   * Our Community Involvement
   * Our Culture
 * Becoming a Client
   * What You Can Expect and FAQs
   * 3-Minute Financial Health Assessment
   * Schedule An Introductory Call
 * Client Resources: Logins and FAQs
 * 401(K) Login & Support

 * Client & 401k Login
   * Client Login
   * 401k Login

Contact Us
 * Resources
   * Articles, Market Commentary & More
   * Webinars
   * Find Your Retirement Personality
   * Wise Women
   * News Room
 * Our Wise Counsel
   * On Your Side
   * Our Approach
   * Our Case Studies
   * Our Process
   * Our Team
   * Our Authors
   * Our Speaker’s Bureau
 * Who We Serve
   * Individuals & Families
     * Building Wealth
     * Transitioning into Retirement
     * Leaving a Legacy
   * Executives & Professionals
   * University Professionals
   * Businesses
 * Our Services
   * Comprehensive Wealth Management
   * Investment Management
   * Financial Planning
   * Estate Planning & Wealth Transfer
   * Tax Advisory & Preparation
   * Trust Services
   * Accounting & Consulting Services
   * Family Office Services
   * Company Retirement Plan Services
 * About Us
   * Our Firm
   * Our Team
   * Our Locations
   * Our Recognition
   * Our Story
   * Our Career Center
   * Our Community Involvement
   * Our Culture
 * Becoming a Client
   * What You Can Expect and FAQs
   * 3-Minute Financial Health Assessment
   * Schedule An Introductory Call
 * Client Resources: Logins and FAQs
 * 401(K) Login & Support


DON’T CAST AWAY BIG FINANCIAL DECISIONS

Build Your Wealth Confidence

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PEARLS OF WISDOM YOU CAN TRUST.

When it comes to managing money, we all need someone we can trust – a guide who
understands our needs and desires, thinks objectively, and keeps our best
interests at heart. At Savant, our advisors combine Wall Street knowledge with
Main Street values to help you pursue your ideal future. And, since we’re
majority-owned by our employees, what’s important to you is of the utmost
importance to us. When you work with Savant, we believe you’ll have peace of
mind knowing we’re always in your corner.


Get to Know Us


RETIRING SHOULDN’T BE TIRING.

Retiring can be tough when you don’t know what you don’t know! Luckily, Savant
can help make it simple. In addition to our Wise Counsel, we help you learn the
retirement ropes when you subscribe to our Savant Insights email newsletter.
Sign up and get financial news you can really use – delivered directly to your
inbox.


Subscribe Now


BY YOUR SIDE ON LIFE’S JOURNEY


TRANSITION 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?

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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 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?

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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).

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


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


READY TO BUILD YOUR IDEAL FUTURE?

Your goals are important, and when it’s time to partner with a financial
advisor, you want a firm with the resources to handle even the most complex
financial situations with wisdom and compassion. Here are five reasons we
believe Savant should be your first call.


OUR SERVICES

Comprehensive Wealth Management
Investment Management
Financial Planning
Estate Planning & Wealth Transfer
Tax Advisory & Preparation
Trust Services
Accounting & Consulting Services
Company Retirement Plans


SAVANT VIEWS & NEWS

June 4, 2024


TIPS FOR AVOIDING ONLINE SCAMMERS

In this digital age, we are constantly under the radar of cybercriminals aiming
to access our financial details. While no system offers absolute security, there
are measures we can take to enhance our defense against fraud.
Learn More
June 3, 2024


A BETTER WAY TO DEFINE RETIREMENT

When many people think of retirement, the first thing that comes to mind is
usually stopping work. But retirement is more about living life on their own
terms. In this new era of life, individuals can choose to work because they want
to, not because they have to, and that's a game-changer.
Learn More
June 3, 2024


HOW TO MAKE YOUR EXECUTOR’S JOB EASIER

Being an executor is a difficult and time-consuming task, which is why it's
important to make the process as easy as possible for the loved ones you leave
behind. Preparing in advance not only helps you ensure the best outcome, but it
also helps your executor feel confident that they’re acting in accordance with
your wishes.
Learn More
May 29, 2024


THE BASICS OF MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

Social Security is often a cornerstone of financial security for many Americans,
and making the right decisions can significantly impact your retirement income.
Here are some of the most common strategies to help maximize your Social
Security benefits.
Learn More
May 28, 2024


EVOLVING YOUR FINANCIAL MINDSET: THE PATH FROM ACCUMULATION TO DISTRIBUTION

As retirees shift from saving during the accumulation phase to spending in the
distribution phase, they frequently face emotional hurdles and uncertainties. In
this FAQ, we explore typical concerns and present practical strategies to help
navigate this pivotal life transition.
Learn More
May 28, 2024


DO I NEED TO PAY TAXES ON MY SOCIAL SECURITY BENEFITS? | ASK A SAVANT FINANCIAL
ADVISOR

If you’re planning for retirement, chances are you’ve reviewed your estimated
Social Security payments. But have you done the math to see if your payments
will be subject to income tax?
Learn More


FEATURED IN

RIA Ranking

Top 100 RIA Firms

Best-in-Business IMPACT Award™

America's Top RIA Firms

America's Top Wealth Advisors

Top 20 Firm in the Nation

View Important Disclosures →


GET STARTED!

Schedule a No-Obligation Introductory Call

Schedule a Call
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COMPLIANCE

 * Important Disclosures
 * Form CRS
 * ADV Part 2A
 * ADV Part 2B
 * Privacy & Data Security


INFORMATION

 * Brochure Library
 * Careers at Savant
 * Industry Partnerships
 * M&A
 * Savant Wealth Partners
 * Media Inquiries


CONTACT

866.489.0500 info@savantwealth.com View Our Office Locations


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