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Savant Wealth Management Middleton

Financial advisor · Based in Middleton

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About

Savant Wealth Management's Middleton office serves the Madison area with investment management, retirement strategies, tax planning, estate planning and business advisory services. The office is staffed by a team of financial advisors and is part of the larger Savant Wealth Management firm.

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MadisonWI.com guide

Choosing a financial advisor in Madison

"Financial advisor" isn't a protected title, so ask exactly what credentials someone holds and how they're registered. You can look up advisors and firms on FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure site.

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Ask how they're paid: a flat fee, an hourly rate, a percentage of assets, or commissions on products they sell. Then ask whether they act as a fiduciary, legally required to put your interests first, for all of the advice they give you.

A good first meeting is mostly them asking about your goals. Be cautious of anyone who leads with a specific product.

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