Updated August 22, 2023
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Savant Wealth Management

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$19B
Years in business38+

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.

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Assets Under Management

Regulatory filings

Areas of specialty

  1. Comprehensive Wealth Management
  2. Investment Management
  3. Financial Planning
  4. Estate Planning
  5. Wealth Transfer
  6. Tax Advisory
  7. Tax Prep
  8. Trust Services
  9. Accounting & Consulting Services
  10. Company Retirement Plan

More about Savant Wealth Management

DesignationsMinimum asset threshold
RIA$1M - $2M
Firm CRD NumberNumber of advisors
10727115

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Articles by Savant Wealth Management

How does tax loss harvesting work and why is it beneficial for you?
December 06, 2023
by Savant Wealth Management
Tax planning and preparation: 7 steps to set yourself up for success
November 08, 2023
by Savant Wealth Management
What’s the best way to store cash without losing its original value?
November 01, 2023
by Savant Wealth Management
5 personal budget tips: how to reach your financial goals
October 10, 2023
by Savant Wealth Management

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to 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.

Pricing options

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Assets Under Management

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