Savant Wealth Management

MBA, CPA/PFS, CFA, CFP. Fee-Only financial planner & investment manager focused on generating value for our clients. Our core values are "Ethics, Education & Experience™". "We Help Smart People Make Smarter Financial Decisions™". We work on an hourly, project, wealth management basis. Because business owners often have their wealth tied up in their business, we add wealth diversification, wealth extractions, and tax minimization strategies to our individual wealth management services. We bring in our business CPAs and Company Retirement Plan service team to create value for business owners.