Savant Wealth Management

Most Recent Comments

• March 2023 by Janet Shingleton
  I inherited some money and a friend recommended Libby with Savant. I’m so thankful that she did! Libby and her team have been exemplary in handling my money. They sat down with me and we discussed my needs and risk level and have adjusted accordingly along the way.The funds are closely monitored and Libby keeps in contact with me and has always been available to answer my questions. The fee basis makes absolute sense: the more my investment grows, so does their small percentage of income. I have never had funds withheld for investment as the other commenter mentioned.I am using Savant’s accountants and legal team as well, and could not be happier or more satisfied.
• September 2021 by Robbyn V.
  Been with Savant Management since 2006 They have done a good job on handling our family finances Always available by phone and monthly statements let's me stay on top of my accounts Their quarterly reports are easily tracked and give a good overall performance of that period
• August 2021 by Jeffrey Wampler
  Watch your money with these guys, the only positive thing, I can say is they are honest about who they are in marketing ("fee only advisory firm"), sad I was too d*** to understand, the is NOT a feature. Their advisor Tony Spartanburg told me about their track record and that they have 1M floor, while they have many articles suggesting they need 300K as a minimum.Regardless they got the 1M, invested about 1/2 of it after a month, then charged fees for 5 mos with still only 1/2 invested, and what they invested lost money. But, here's the cool part (for them) if at any moment there is an increase in the assets they charge fees over the 1M floor @1%, and when it's at a loss, they say it's a floor.So.... if you consider this company make sure you understand their fee structure. Also to add, I have 6 other firms I work with, and the same window was a gain on invested assets, and Savant was a loss. As with any investment, no one should care about fees if it's making more than their peers net of fees. In my case, they not only didn't make any money, but, lost money, doubled down on fees, and had a pompous attitude when I called to discuss it.IMHO there are much better firms to invest with.
• May 2021 by Mike R.
  I have been using the services of Savant Wealth Management for 10 years. I have benefited from their expertise and knowledge of both financial investments and tax efficiency planning. Equally important is they care about their clients and our wellbeing. Throughout the pandemic last year, they held zoom meeting that focused on our physical and mental well-being. They had even mailed out a book, Wellbeing: The Five Essential Elements. All very helpful during a tough year. They are a fiduciary investment firm and hold that responsibility first and foremost. All in all, I have been very happy with the relationship we have.