University Faculty, Physicians, and Administrators

Wealth Management for the University Community

Since 1993, our University Wealth Management team has specialized in helping provide comprehensive wealth management to university faculty, physicians, and administrators nationwide. Today, Savant University Wealth Management partners with university leaders on their financial well-being. Our holistic approach is designed to encompass all the core pillars of financial planning: investment management, retirement planning, tax planning, and estate planning, tailored to the specific needs of those working in the university community.

Because our University Wealth Management team focuses only on university employees, we understand the nuances of your benefits plan, as well as the unique life and career paths of higher-education professionals like you.

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University Faculty Spotlight

Wise Counsel By Your Side

We have extensive experience with university retirement plan vendors, such as TIAA, Fidelity, Vanguard, Voya, and other custodians. But because we are independent, we go beyond financial product sales to offer recommendations in your best interests. Our fees come from you, not from third-party commissions. And, as a Registered Investment Adviser, we are a fiduciary, always placing our clients first. We believe that’s Wise Counsel by your side.

We are not associated with any university or any retirement plan vendor, and we have no access to your private retirement or personnel information.