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About Savant Wealth Management
Savant Wealth Management, an esteemed financial advisory firm, has been a steadfast pillar of wise counsel in the realm of wealth management since its establishment in 1986. Dedicated to the principle that every financial decision should be meticulously tailored to the client's best interests, Savant stands as a beacon of integrity and client-centricity. Going beyond the conventional approach, Savant aspires to instill serenity in its clients' financial journeys by harnessing the collective wisdom, insight, and perspective of its accomplished team. With an unwavering commitment to fiduciary responsibility, Savant ensures that clients' assets are managed with the utmost sense of trust, confidence, and ethical responsibility.
As an independent and fee-only firm, Savant extends its comprehensive financial guidance to individuals, families, and businesses across the nation, backed by a legacy of excellence that continues to illuminate the path toward financial security and success.
Pricing options
Regulatory filings
Areas of specialty
- Comprehensive Wealth Management
- Investment Management
- Financial Planning
- Estate Planning
- Wealth Transfer
- Tax Advisory
- Tax Prep
- Trust Services
- Accounting & Consulting Services
- Company Retirement Plan
More about Savant Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | $1M - $2M |
| Firm CRD Number | Number of advisors |
| 107271 | 15 |
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Articles by Savant Wealth Management
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Savant Wealth Management.