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Savant Wealth Management is a privately-owned, fee-only Registered Investment Advisor (RIA) firm that provides comprehensive financial planning, investment management, and wealth advisory services. Based in Rockford, Illinois, Savant serves a broad clientele that includes individuals, families, business owners, and institutions across the United States. They have a strong presence in the state of Illinois.

  • Founded: 1986
  • Key Approach: Fiduciary, client-centered, and evidence-based financial advice
  • Focus: Building personalized financial strategies tailored to long-term goals.

Savant serves a variety of clients, including:

  • High-net-worth individuals and families.
  • Business owners seeking integrated personal and business financial planning.
  • Institutions, such as non-profits and retirement plans.

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