Savant Wealth Management

Savant Wealth Management Savant Wealth Management is an independent, fee-only wealth management firm. Do you want to start or sell a business? Travel the world?

At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Cou

nsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. Because we know the world of financial services can be complex, we want you to have peace of mind. We make investment decisions based on the evidence, focus on keeping your costs low, and act in your best interests at all times. We are fee-only, independent, and ready to give you the individualized attention you deserve. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life.

𝗠𝘆 𝗦𝘂𝗺𝗺𝗲𝗿 𝗮𝘁 𝗦𝗮𝘃𝗮𝗻𝘁: 𝗜𝗺𝗽𝗮𝗰𝘁𝗳𝘂𝗹. 𝗙𝘂𝗻. 𝗪𝗼𝗿𝘁𝗵𝘄𝗵𝗶𝗹𝗲. Nolen Wolfe, a senior at Samford University’s Brock School of Business,...
07/22/2026

𝗠𝘆 𝗦𝘂𝗺𝗺𝗲𝗿 𝗮𝘁 𝗦𝗮𝘃𝗮𝗻𝘁: 𝗜𝗺𝗽𝗮𝗰𝘁𝗳𝘂𝗹. 𝗙𝘂𝗻. 𝗪𝗼𝗿𝘁𝗵𝘄𝗵𝗶𝗹𝗲. Nolen Wolfe, a senior at Samford University’s Brock School of Business, interned with Savant Wealth Management in our Huntsville, Alabama, office this summer. He shares what that experience has meant to him. https://ow.ly/TQ2s50ZoEk3

𝗦𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗗𝗲𝗰𝗶𝗱𝗶𝗻𝗴 𝗪𝗵𝗲𝗻 𝘁𝗼 𝗖𝗹𝗮𝗶𝗺 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 One of the many complex decisions you’ll face ...
07/21/2026

𝗦𝗲𝗰𝘂𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁: 𝗗𝗲𝗰𝗶𝗱𝗶𝗻𝗴 𝗪𝗵𝗲𝗻 𝘁𝗼 𝗖𝗹𝗮𝗶𝗺 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 One of the many complex decisions you’ll face as you approach retirement is when to claim Social Security benefits. This decision can have a significant impact on your financial well-being in retirement. https://ow.ly/MZyT50ZoZy9

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗧𝗮𝘅 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 Taxes don’t stop in retirement, and tax rules vary across income sources. Best for those with $7...
07/21/2026

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗧𝗮𝘅 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 Taxes don’t stop in retirement, and tax rules vary across income sources. Best for those with $750K+ saved for retirement. 𝗗𝗼𝗻’𝘁 𝗠𝗶𝘀𝘀 𝗧𝗵𝗶𝘀 𝗪𝗲𝗯𝗶𝗻𝗮𝗿 https://ow.ly/cHX150Zg1Qz

𝗪𝗵𝘆 𝗗𝗶𝗱 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗮𝗹𝗹 𝗧𝗼𝗱𝗮𝘆? Market swings can feel unsettling. Learn why short-term market moves can be unpredi...
07/20/2026

𝗪𝗵𝘆 𝗗𝗶𝗱 𝘁𝗵𝗲 𝗦𝘁𝗼𝗰𝗸 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗮𝗹𝗹 𝗧𝗼𝗱𝗮𝘆? Market swings can feel unsettling. Learn why short-term market moves can be unpredictable and why discipline matters. https://ow.ly/nciL50ZozLW

🍦𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗰𝗲 𝗖𝗿𝗲𝗮𝗺 𝗗𝗮𝘆 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗱𝗼 𝘄𝗶𝘁𝗵 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴?More than you might think. A concept from MIT AgeL...
07/19/2026

🍦𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗰𝗲 𝗖𝗿𝗲𝗮𝗺 𝗗𝗮𝘆 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗱𝗼 𝘄𝗶𝘁𝗵 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴?

More than you might think. A concept from MIT AgeLab uses three simple questions, including "How will I get ice cream?" to encourage people to think beyond their finances and consider transportation, home maintenance, and social connections in retirement. Those everyday considerations can play a meaningful role in quality of life as we age. https://ow.ly/H9KL50ZlO0W

𝗦𝗲𝘃𝗲𝗻 𝗦𝗮𝘃𝗮𝗻𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘄𝗲𝗿𝗲 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗼𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝗛𝘂𝗯'𝘀 𝟮𝟬𝟮𝟲 𝗥𝗜𝗔𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗹𝗶𝘀𝘁, which highlights advisors and t...
07/17/2026

𝗦𝗲𝘃𝗲𝗻 𝗦𝗮𝘃𝗮𝗻𝘁 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘄𝗲𝗿𝗲 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝗱 𝗼𝗻 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝗛𝘂𝗯'𝘀 𝟮𝟬𝟮𝟲 𝗥𝗜𝗔𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵 𝗹𝗶𝘀𝘁, which highlights advisors and teams demonstrating growth, professionalism, and a commitment to client service.

Congratulations to:

• Miriam Falaki

• Allison Alexander

• Jeris Gaston

• Nick de Jong

• Brad Haverback

• Danny Hutcherson

• Adam Glassberg

Read more: ow.ly/YNgI30sXcxZ



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AdvisorHub’s 2026 RIAs to Watch List: This rating was published in June 2026 and was based on data as of 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Savant did not pay a fee to be considered for this ranking. Methodology: ow.ly/44fY30sXcy0

𝗔𝘃𝗼𝗶𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗦𝘂𝗺𝗺𝗲𝗿 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗦𝗹𝘂𝗺𝗽: 𝗔 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 Learn practical ways retirement plan sponsors ca...
07/17/2026

𝗔𝘃𝗼𝗶𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗦𝘂𝗺𝗺𝗲𝗿 𝗦𝗮𝘃𝗶𝗻𝗴𝘀 𝗦𝗹𝘂𝗺𝗽: 𝗔 𝗚𝘂𝗶𝗱𝗲 𝗳𝗼𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 Learn practical ways retirement plan sponsors can encourage participant engagement and help support consistent saving habits during the summer months. https://ow.ly/wfVE50ZnWZA

𝗦𝘂𝗺𝗺𝗲𝗿 𝗜𝘀 𝘁𝗵𝗲 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗔𝗵𝗲𝗮𝗱: 𝗪𝗵𝗮𝘁 𝟰𝟬𝟭(𝗸) 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗛𝗮𝘃𝗲 𝗼𝗻 𝗧𝗵𝗲𝗶𝗿 𝗥𝗮𝗱𝗮𝗿 What should 401(k) plan sponsors b...
07/17/2026

𝗦𝘂𝗺𝗺𝗲𝗿 𝗜𝘀 𝘁𝗵𝗲 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗚𝗲𝘁 𝗔𝗵𝗲𝗮𝗱: 𝗪𝗵𝗮𝘁 𝟰𝟬𝟭(𝗸) 𝗣𝗹𝗮𝗻 𝗦𝗽𝗼𝗻𝘀𝗼𝗿𝘀 𝗦𝗵𝗼𝘂𝗹𝗱 𝗛𝗮𝘃𝗲 𝗼𝗻 𝗧𝗵𝗲𝗶𝗿 𝗥𝗮𝗱𝗮𝗿 What should 401(k) plan sponsors be reviewing this summer? Explore key compliance deadlines, participant eligibility changes, and plan design considerations. https://ow.ly/pCtN50ZnWQf

𝗠𝗶𝗱-𝗬𝗲𝗮𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗖𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁 Now is the perfect time to revive your resolutions and financial goals. It’s neve...
07/16/2026

𝗠𝗶𝗱-𝗬𝗲𝗮𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗖𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁 Now is the perfect time to revive your resolutions and financial goals. It’s never too late to refocus, regardless of the time of year. Don’t be hard on yourself if you haven’t made as much progress as you expected. Remember, you did your best and now you’re ready to get back on track! https://ow.ly/BZkE50ZmWur

Address

190 Buckley Drive
Rockford, IL
61107

Opening Hours

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Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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