A complete list of active advisors currently associated with Savant Wealth Management

Warmer can help you find a great advisor at Savant Wealth Management or one who fits your needs even better.

Savant Wealth Management is an SEC-registered, fee‑only adviser that provides comprehensive wealth management and financial planning to individuals, families, charitable organizations, corporations, and pension or profit‑sharing plans. Services include discretionary and non‑discretionary investment management, tax and accounting services (delivered through its wholly owned subsidiary Savant Tax & Consulting), trust services, and retirement plan consulting, as well as a digital advice offering via Betterment for Advisors. The firm’s investment process emphasizes diversified, evidence‑based asset allocation models using low‑cost mutual funds and ETFs, supplemented where appropriate by actively managed mandates that can include individual equities, fixed income, options, custom indexing, ESG/sustainability models, and interval or alternative vehicles. Portfolios are monitored and periodically rebalanced by an investment committee and research team that provides quarterly fiduciary reviews, and Savant will use third‑party sub‑advisers, SMAs or TAMPs when a client’s needs call for specialized implementation. Distinctive features disclosed in the brochure include affiliated professional firms: an affiliated law firm, Savant Legal LLP, that provides estate‑planning document preparation and other legal services, and an in‑house trust capability operating as Savant Private Trust (a Trust Representative Office of National Advisors Trust), along with minority equity relationships in related holding entities. The firm also markets specialized offerings that are less common among large enterprises — for example, a branded divorce‑planning program (Wife2CFO), integrated tax/accounting legal referral workflows, and frequent engagement as a sub‑advisor and ERISA 3(16)/3(38) plan administrator — all of which the brochure notes create potential conflicts the firm discloses and manages.

To learn more about the advisors currently working at Savant Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.