A complete list of active advisors currently associated with Savant Investment Advisers, Inc.
Warmer can help you find a great advisor at Savant Investment Advisers, Inc. or one who fits your needs even better.
Savant provides comprehensive financial planning and investment advisory services to individuals, high‑net‑worth clients, trusts and business entities. Services include written financial plans addressing retirement, estate, cash‑flow and insurance needs, as well as portfolio monitoring and management on both discretionary and nondiscretionary bases. The firm’s investment process is driven by asset‑allocation planning and a risk‑tolerance questionnaire, with access to model portfolios and advisor‑managed portfolios that utilize tools and data from third‑party providers such as Morningstar and Envestnet. Portfolios may include mutual funds, ETFs, equities, options and fixed income, and Savant emphasizes continuous monitoring and periodic rebalancing; clients can elect either bundled (wrap) or unbundled fee arrangements through its Advisor Managed Portfolios program. Savant’s structure has a few features that are less common among similar firms: its Advisor Managed Portfolios program is sponsored by a broker/dealer partner (the firm’s AMP sponsor and clearing relationship are routed through Osaic and Pershing), and the firm’s principal maintains an active CPA/accounting practice. Advisory representatives are dually registered with the broker/dealer and may also transact insurance business, creating closer operational links between investment advice, brokerage clearing, and accounting or tax‑adjacent services than is typical for many peers.
To learn more about the advisors currently working at Savant Investment Advisers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Homewood, IL
| 21
| |
Homewood, IL
| 7
| |
Homewood, IL
| 1
|
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