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Building Ideal Futures Since 1986

Groundwork for Savant began many years ago with the founding of its predecessor, Savant Planning Group, Ltd., in 1986. The impetus was a frustration with how financial services were traditionally offered: suspicious advice given away for "free" in exchange for the sale of a commissioned product. What investors really needed was true, independent financial and estate planning advice, unbiased by conflicts of interest.

Savant's path to success has spanned over 30 years. Throughout this time our commitment to serving clients has been uncompromising. Our clients have the peace of mind to sleep easily at night, and we are confident our success and dedication to excellence will prove unmatched for years to come.

Historical Timeline