PARTNER OVERVIEW

NATIONAL SCALE, CLIENT-FIRST FOCUS

Savant Wealth Management is an independent, fee-only wealth management firm headquartered in Rockford, Illinois. Founded in 1986, the firm offers financial planning, investment management, tax advisory, estate planning, and trust services.

With offices across the country and more than $39 billion in client assets, Savant has grown into a national firm while maintaining a fiduciary, client-first approach.

INTEGRATED ADVICE BACKED BY SPECIALISTS

Savant stands out for its holistic, team-based planning model. Clients work with a lead advisor supported by specialists in tax, estate planning, investments, and related areas.

As a majority employee-owned firm, Savant emphasizes accountability, long-term relationships, and alignment with client interests. Its culture is shaped by values such as excellence, integrity, learning, respect, growth, and servant leadership.

ROLES & OPPORTUNITIES

Professionals at Savant work across financial planning, investment management, tax advisory, trust services, and business consulting. Their responsibilities often include client relationship management, planning, analysis, and advisory support.

The firm values communication, analytical thinking, and a commitment to helping others. Employees also gain access to strong professional development and exposure to multiple specialties.

BUILDING IDEAL FUTURES

Savant has built a national reputation as a leading independent advisory firm and has earned recognition among top wealth management organizations.

Its mission to “build one million ideal futures” reflects a broader focus on both financial success and personal fulfillment for clients, employees, and communities.