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Savant Wealth Management logo

Savant Wealth Management

Investments
2
Lead Investments
2

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). 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.

Founded 1986
North America, United States
501-1K
savantwealth.com

Highlights

Focus Areas

Customer Service
Financial Services

Notable Investments

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Investment History

Team