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You shouldn’t have to wait to talk to your advisor. Let’s talk now. Go Ahead. Keep Us on Speed Dial. When it comes to managing money, we all need someone we can trust – a guide who understands our needs and desires, thinks objectively, and keeps our best interests at heart. At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And, since we’re majority-owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner. Get to Know Us Retiring Shouldn’t Be Tiring. Retiring can be tough when you don’t know what you don’t know! Luckily, Savant can help make it simple. In addition to our Wise Counsel, we help you learn the retirement ropes when you subscribe to our Savant Insights email newsletter. Sign up and get financial news you can really use – delivered directly to your inbox. Subscribe Now Ready to Build Your Ideal Future? Your goals are important, and when it’s time to partner with a financial advisor, you want a firm with the resources to handle even the most complex financial situations with wisdom and compassion. Here are five reasons we believe Savant should be your first call. By Your Side on Life’s Journey Transition Into Retirement Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you? Learn More Maximize Your Equity Compensation Few executives have the time or energy to effectively manage the intricacies of their own compensation package and personal wealth. Learn More Rethink Work and a Traditional Retirement After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms? Learn More Avoid a Big Tax Bill It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management. Learn More Sell a Business Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise. Learn More Roll Over a 401(k) If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k). Learn More Navigate the Challenges of Divorce Whether you’re contemplating divorce, working through the process, or recently received your decree, chances are your financial situation is transitioning. Learn More Rebuild Your Life After Losing a Spouse Even with the support of family and friends, transitioning from being a part of a couple to living on your own comes with significant emotional and financial challenges. Learn More Our Services Comprehensive Wealth Management Investment Management Financial Planning Estate Planning & Wealth Transfer Tax Advisory & Preparation Trust Services Accounting & Consulting Services Company Retirement Plans Savant Views & News May 9, 2024 Don’t Let It Take a Crisis We’ve all heard the phrase, "Don’t wait for a crisis in your life to motivate you to prioritize and do what you really want to do." Yet, it often takes a crisis to prompt us to reevaluate and refocus. For me, losing my mother at a young age was a wake-up call to prioritize and make the most of every day. Learn More May 9, 2024 Financial Security for Single Moms: Essential Tips for Mother’s Day Leading approximately 80% of single-parent households with minor children, single moms shoulder the primary responsibility of providing financial stability and security for their families. Here are five essential financial strategies for single mothers to consider. Learn More May 9, 2024 Mom Knows Best: 6 Money Lessons You Learned (Without Realizing It) As we celebrate the special women in our lives, let’s also acknowledge the valuable financial lessons they taught us. From "save for a rainy day" to "be yourself," moms have a way of imparting timeless wisdom that can guide our financial decisions. Learn More May 8, 2024 For This Mother-Daughter Team, Money Knowledge is Power Lois Basil taught her daughter Hannah the importance of financial independence and literacy. Together, they founded Basil Financial Group, now part of Savant Wealth Management. Read their inspiring story of how a mother’s wisdom shaped a lifelong passion for finance and a family legacy of financial empowerment. Learn More May 7, 2024 Financial Planning: How to Build Generational Wealth That Lasts Building a lasting legacy is a common goal for many families, but transferring wealth across generations can be a daunting task. However, the right approach can help you overcome this challenge. Learn More May 6, 2024 The $1 Million Question: What Do You REALLY Want? While a million dollars might sound appealing, true financial security is more than just a number. It’s about what matters to you. Learn More Featured In RIA Ranking Top 100 RIA Firms Best-in-Business IMPACT Award™ America’s Top RIA Firms America’s Top Wealth Advisors Top 20 Firm in the Nation View Important Disclosures → Get Started! 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