Who We Are
Built to Serve, Invested in Your Success
Since 1986, we’ve been driven by a bold mission: to improve a million lives—including those of our clients, our team, and the communities we serve. As a majority employee-owned firm, we take that mission personally. Our financial advisors are committed to helping deliver fee-only, fiduciary guidance to help individuals, families, and institutions make confident, informed financial decisions. With offices nationwide and a team deeply invested in your success, we’re here to listen, advise, and help you build your ideal future.


About Us
Learn about the history, vision, and values that have helped Savant Wealth Management become a leading registered investment advisor in the U.S. From our start in 1986 to the present, Savant has evolved and grown while keeping the best interests of our clients and communities at the center of our business.

How We Help Our Clients
We believe great planning starts with active listening. From our first conversation to our collaboration on your long-term strategy, we take time to understand what matters most to you. Then, we apply our team’s collective wisdom to build a personalized plan that supports your vision of success.

How We Work
When you work with Savant, you have access to a network of professionals, all under one roof, collaborating on your behalf to help you make confident, informed decisions. Learn how our fee-only, fiduciary approach is designed to help guide clients toward outcomes that reflect their best interests.

Meet the Team
We believe our advisors and professionals bring more than credentials. They often bring a sense of ownership—both in the company and your success. Savant is majority-owned by its employees, making us personally invested in helping you create your ideal future.

Our Locations
With offices across the country, Savant combines personalized, hometown service with the strength and resources of a nationally recognized firm. Wherever you are, our team is ready to meet you with guidance and support—right where you need it.