# Savant Wealth Management
Source: https://planprovider.pro/provider/savant-wealth-management

> Savant Wealth Management is a nationally recognized, fee-only registered investment advisor (RIA) with a strong presence across 13 states, including Illinois…

Retirement Plan Advisor

Rockford, IL

## About Savant Wealth Management

Savant Wealth Management is a nationally recognized, fee-only registered investment advisor (RIA) with a strong presence across 13 states, including Illinois, with its headquarters in Rockford. Established in 1986, Savant Wealth Management offers comprehensive wealth management, financial planning, investment management, and tax advisory services to financially established individuals, families, and institutions. They are committed to fiduciary standards, ensuring clients' interests are prioritized, and are CEFEX certified, underscoring their adherence to the highest fiduciary standards. Savant Wealth Management also provides specialized services such as family office solutions, tax management, estate planning, and company retirement plan services, including 401k support and fiduciary risk mitigation for plan sponsors. Their dedication to an engaged workforce and thoughtful plan design helps businesses thrive. With numerous office locations across the country, including cities like Doylestown, Savant Wealth Management is an independent firm known for its experienced team and innovative approach to financial well-being.

Website: [https://savantwealth.com/company-retirement-plans/](https://savantwealth.com/company-retirement-plans/)

Founded: 1986

Employees: 332

## Office Locations

- Rockford, IL (Headquarters)

- Birmingham, AL

## Accreditations & Certifications

- CFP®

- CFA®

## Services Offered

- Plan Design Consulting

- Compliance Services

- Participant Investment Advice

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Team Members

- **Kyra F Adrian**, CFP®

- **Allison A Alexander**, CFP®, CPA, CDFA®

- **Richard H Allison**, CFP®, EA, MBA

- **Stephen H Ambrose III**, CFP®

- **Martin J Armbruster**, CPA/PFS, CFP®

- **Matthew D Armstrong**, CFP®, AIF®, CRPS®

- **Bo Aylin**, Financial Advisor

- **Cory R Barel**, CFP®

- **Scott P Baril**, CFP®, CPA/PFS, MBA

- **Bruce R Barton**, CFP®, CFA®, MBA

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