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Savant is an independent wealth management firm with industry leading growth. We are committed to partnering with active owners to alleviate their “management burden”, monetize their business, and help reduce their financial risk. We do this by providing:

  • Centralized and robust advisory platforms (investments, financial planning, estate planning, tax and qualified retirement plans)
  • Experienced professional management oversight: compliance, technology, marketing, accounting, HR and benefits, operations and trading
  • A well known and nationally recognized brand  
  • A balanced and tax-efficient deal structure providing liquidity (cash) at closing, additional guaranteed payments, competitive compensation, and equity ownership allowing you to participate in Savant’s future growth and quarterly dividends
  • Potentially higher growth, a solution to continuity and succession needs, and guaranteed liquidity on your Savant equity at retirement

How You Benefit

  • Continuity of fiduciary service, enhanced capabilities, and greater depth and breadth of service for your clients.
  • Developmental and career opportunities and the chance to work with, learn from and rely on experienced, credentialed staff across a variety of departments.
  • The ability to diversify your personal wealth and rely on Savant’s centers of excellence to alleviate your management burdens, which results in more time to focus on meaningful relationships with clients.