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 * Resources
   * Articles, Market Commentary & More
   * Webinars
   * Wise Women
   * Free Financial Tools
   * News Room
 * Our Wise Counsel
   * On Your Side
   * Our Approach
   * 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
   * Wise Women
   * Free Financial Tools
   * News Room
 * Our Wise Counsel
   * On Your Side
   * Our Approach
   * 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


PLANNING FOR THE FUTURE IS ALL ABOUT PERSPECTIVE.

Savant Wealth Management offers comprehensive wealth management and a clear
approach aligned with your best interests.

Schedule a Call


ENVISION YOUR IDEAL FUTURE WITH SAVANT’S WISE COUNSEL

On the journey to your ideal future, you need a partner you can trust – a guide
who sees the world through your lens, knows your perspective, and always places
your interests first. As a fiduciary, Savant is required to act in your best
interests. We are committed to offering comprehensive wealth management designed
to reflect what’s most important to you and your family. That’s Savant’s Wise
Counsel by your side.


Get to Know Us


WHY WORK WITH SAVANT?

The financial advice industry can seem complex, even opaque. At Savant, we
strive to make your experience meaningful. Here’s what you can count on when you
work with us:

 * We take a holistic view of your situation, and offer services that other
   advisors don’t — like tax planning and estate planning.
 * We don’t sell financial products, and don’t take commissions.
 * We are a fiduciary, providing advice in your best interests.
 * We are majority employee-owned and founder-led, so your satisfaction is of
   the utmost importance.


Our Approach


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?

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 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


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.

Learn More


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

September 26, 2024


MAKING A CHARITABLE DONATION? CONSIDER THESE TAX-SAVING STRATEGIES

Fall is prime time for charitable giving, but before you write any checks,
consider these two strategies that could help benefit you and your favorite
causes. We'll explore donating appreciated stock and leveraging Qualified
Charitable Distributions (QCDs) from your IRA.
Learn More
September 25, 2024


HOW TO PLAN FOR RETIREMENT IF YOU’RE BEHIND AT AGE 50

If you're nearing retirement age without enough saved, you're not alone. Many
people face this challenge. However, there are strategies to help you build a
more secure financial future, even if you're starting late.
Learn More
September 25, 2024


PORTFOLIO MAINTENANCE: FOUR IMPORTANT TASKS TO UNDERSTAND

At Savant, we're committed to helping you achieve your long-term financial
goals. This involves regular portfolio adjustments to manage taxes, rebalance
your assets, and anticipate potential challenges. By working closely with your
advisor, we can help ensure your investments remain optimized and aligned with
your unique financial situation.
Learn More
September 25, 2024


EMBRACING THE FUTURE OF PORTFOLIO MANAGEMENT: THE POWER OF SAVANT CUSTOM
INDEXING

Custom indexing, once a domain of institutions, is now accessible to a wider
audience thanks to technological advancements and commission-free trading. This
approach offers greater flexibility and control over investments, potentially
leading to enhanced returns and tax efficiency.
Learn More
September 25, 2024


YOUR YEAR-END FINANCIAL PLANNING CHECKLIST

As 2024 draws to a close, it's time to take stock of your financial situation
and make strategic moves. From maximizing retirement contributions to optimizing
tax benefits and exploring charitable giving, there are several actions you can
take now to improve your financial health. Let's dive into some year-end
financial planning tips.
Learn More
September 24, 2024


A NEW RETIREMENT REALITY: WORKING BEYOND THE TRADITIONAL AGE

The traditional retirement age of 65 is fading. Rising costs and longer
lifespans mean many Americans are working past their prime. A recent survey
found most middle-class Americans lack retirement confidence. Financial needs, a
desire for work, and workplace changes drive this shift.
Learn More


SAVANT BY THE NUMBERS


16,285

Clients Served


1986

Year Established


40

Savant Offices


170

Employee Member-Owners


$25B+

Assets Under Management

As of December 31, 2023


FEATURED IN

RIA Ranking

Top 100 RIA Firms

America's Fastest-Growing Companies

America's Top Wealth Advisors

Top RIA Leader

View Important Disclosures →


GET STARTED!

Schedule a No-Obligation Introductory Call

Schedule a Call
Sign up for our Newsletter
Subscribe


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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