Savant Wealth Management
Contact Us

Mary T. Lynch

CFP®, CTFA, MBA

Wealth Transfer Specialist

1200 John Q. Hammons Drive Suite 101A Madison, WI 53717
608-831-1300

Mary is a wealth transfer specialist in Savant’s Madison, WI office.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Trust and Financial Advisor (CTFA), Mary is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Mary has been involved in the financial planning industry since 2011. Prior to joining Savant, she worked as a financial planning associate for an advisor to high-net-worth clients based in Mt. Horeb, WI. Before that, she spent nearly ten years working in Poland, Russia, and central and Eastern Europe, primarily in project management.

Mary earned a bachelor of arts degree in art history from Northwestern University and a master of business administration (MBA) degree with a concentration in general management from the University of Chicago Booth School of Business.

Mary enjoys cooking, gardening, renovating her 100-year-old house, and tending to her small pack of unruly Chihuahuas. She loves foreign travel as well as weekend road trips.

Articles &
Media

Small Accounts, Big Problems: Why Beneficiary Designation Matters
Tax Filings after Death

Education &
Designations

  • Northwestern University
    Bachelor of Arts in Art History
  • University of Chicago, Booth School of Business
    Master of Business Administration (MBA) with a concentration in General Management
  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Trust and Financial Advisor (CTFA)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Mary

"*" indicates required fields

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.