Our mission, in a nutshell – to help clients live the life that matters to them, without ever running out of money. We help clients understand how much money is enough, for them, and provide REAL wealth management. Savant Financial started back in the 1980’s, when David’ s father began a career in financial services.

Many years later, when the business was well established, David joined his father, and in May 2024 took over the business.

In a rapidly changing world, we bring a renewed focus to delivering a meaningful & valued service to our clients.