Team up with the right financial advisor

You Only Get One Shot at Retirement.

You should really KNOW about the advisor or firm handling your life savings.

  • Does the firm take a comprehensive approach, or do you need multiple advisors to get the help you need?
  • How is your advisor compensated?
  • Does your advisor place your interests first? Are you sure?
  • Have there been any formal complaints about your advisor to regulators?
  • What education does your advisor have? Industry credentials? Experience?

Using our Checklist, you can make side-by-side comparisons of potential firms to feel confident in taking the next step.

Teaam up with Savant. You only get one shot at retirement.
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Get Your Advisor Evaluation Checklist.

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Our Wise Counsel

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation.

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.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.