Independent, Fee-only Investment Advisor

"We want to help navigate your ideal future."

Perhaps you want to retire early, travel the globe, buy a second home, fund higher education for your family’s next generation, contribute to your community, or leave a legacy for multiple generations.

Getting to your ideal destination requires planning, focus, coordination, and the ability and willingness to adapt as you encounter challenges along the way. Your first step is to determine what type of future you desire – where do you really want to go? From there Savant can serve as your financial guide by helping you identify a starting point, the direction you are heading, and the best route along the way.

For 30 years, we have provided integrated investment management, financial planning, tax preparation and advisory, and family office services to financially established individuals, trust funds, retirement plans, and non-profit organizations.

We do not sell products, and thus are able to deliver objective fiduciary advice and fully transparent service to you, our clients. Additionally, Savant does not receive benefits from brokerage services, commissions or finder’s fees. This independence allows us to remain impartial and do what is in your best interest, giving you the peace of mind that comes from engaging in only the most trusting relationship.

Savant approaches every client relationship as a fiduciary –  someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the client's best interest.