I have used Savant to help me manage my investments for over ten years. Savant provides me with a broad range of services, including advice on taxes, estate planning, wealth management and retirement. One of the things I most appreciate is that I have worked with a very small team of the same advisors the entire time I have been with Savant. My advisors really know me and my wife and are always available to talk about anything related to finances, not just about my investments. For example, a couple of years ago I bought a house and was considering whether I should pay all cash or get a mortgage loan. My Savant advisors talked me through the issues and helped me make... read full review
February 2026
Kevin Phillips, with the support of Bethany Voss and Jared Oates, has done an outstanding job managing my assets during a complex and challenging year in 2025. Their expertise, judgment, and steady guidance provided me with both confidence and peace of mind throughout the year. Very well done.
I have used Savant to help me manage my investments for over ten years. Savant provides me with a broad range of services, including advice on taxes, estate planning, wealth management and retirement. One of the things I most appreciate is that I have worked with a very small team of the same advisors the entire time I have been with Savant. My advisors really know me and my wife and are always available to talk about anything related to finances, not just about my investments. For example, a couple of years ago I bought a house and was considering whether I should pay all cash or get a mortgage loan. My Savant advisors talked me through the issues and helped me make... read full review
Kevin Phillips, with the support of Bethany Voss and Jared Oates, has done an outstanding job managing my assets during a complex and challenging year in 2025. Their expertise, judgment, and steady guidance provided me with both confidence and peace of mind throughout the year. Very well done.
Duane Follman