Business Details
40 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
At Source Financial Advisors, we are dedicated to helping successful individuals, families, and institutions navigate the complexities of wealth and asset management with clarity and confidence. Our experienced in-house team of financial advisors provides comprehensive, strategic guidance across all areas of wealth management, including investment guidance, financial planning, tax and business consulting, estate planning, trust services, and family office support. As a fee-only, fiduciary firm, we are committed to putting your best interests firstalways. With 17,000+ clients served since our establishment in 1986, we have built a reputation for delivering personalized solutions tailored to each clients unique goals. Our team of 202 employee member-owners operates from 46 offices nationwide, managing $34.2 billion+ in client assets as of 2025.We pride ourselves on maintaining transparency, adhering to the highest ethical standards, and providing actionable insights that empower clients to make informed financial decisions. Our recognition as a top RIA firm and inclusion in rankings such as Americas Top Wealth Advisors reflect our dedication to excellence. We believe that effective wealth management extends beyond numbersits about understanding your lifes journey and providing wise counsel when you need it most. Whether youre transitioning into retirement, navigating a career change, or planning for generational wealth transfer, our team is here to guide you every step of the way. With a focus on long-term relationships and a client-centric approach, we strive to be the trusted partner you can rely on for all your wealth management needs.
Services
Investment Management
Financial Planning
Tax Consulting
Estate Planning
Trust Services
Retirement Plans
Identity Protection
401(k) Rollover
Divorce Financial Planning
Business Sale Advisory
Details
- Year established: 1986
Highlights and features
- We are a fee-only fiduciary firm committed to putting your best interests first.
- Our team includes 202 employee member-owners with expertise in wealth management.
- We manage $34.2 billion+ in client assets with personalized, strategic guidance.
- We operate from 46 U.S. offices, providing nationwide accessibility and local expertise.
- We have served 17,000+ clients since our establishment in 1986.
Services
Investment Management
Our investment management services focus on creating diversified portfolios aligned with your financial goals and risk tolerance. We employ strategic asset allocation and ongoing monitoring to optimize returns while minimizing volatility. With a fiduciary duty to act in your best interests, we provide transparent reporting and personalized adjustments to ensure your investments evolve with your changing needs.
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax liabilities. We collaborate with legal and tax professionals to create customized wills, trusts, and gifting strategies tailored to your familys unique circumstances. Our goal is to protect your legacy and provide peace of mind through comprehensive, legally sound plans.
Financial Planning
Our financial planning services encompass budgeting, retirement readiness, tax optimization, and risk management to build a roadmap toward your long-term objectives. We analyze your current financial situation, identify gaps, and develop actionable strategies to enhance wealth preservation and growth. Regular reviews ensure your plan adapts to life changes and market conditions.
Tax Consulting
Tax consulting focuses on minimizing liabilities through strategic deductions, credits, and compliance with evolving regulations. We work closely with your accounting team to identify tax-efficient investment strategies, retirement contributions, and business structuring opportunities. Our proactive approach aims to maximize after-tax returns while ensuring adherence to federal and state guidelines.
Trust Services
Trust services provide control over asset distribution, privacy, and tax advantages for your beneficiaries. We design revocable and irrevocable trusts tailored to your estate planning goals, including charitable giving and minor childrens provisions. Our expertise ensures seamless administration and alignment with your overall wealth management strategy.
Questions
What services does Savant Wealth Management offer?
We provide investment management, financial planning, tax consulting, estate planning, trust services, retirement plans, and specialized guidance for life transitions like divorce or business sales.
Are you a fiduciary financial advisor?
Yes, we are a fee-only fiduciary firm, legally obligated to act in your best interests at all times without conflicts of interest.
How do you handle 401(k) rollovers?
We guide clients through 401(k) rollover options, ensuring tax-efficient transitions and alignment with long-term financial goals during job changes.
What makes Savant different from other wealth managers?
Our employee-owned structure, fiduciary commitment, and personalized approach prioritize client needs, supported by 38+ years of experience and $34.2B+ in managed assets.
Do you specialize in retirement planning?
Yes, we help clients transition into retirement with tailored strategies, addressing tax efficiency, income planning, and legacy goals through comprehensive financial planning.
