Savant Investment Group

Our Vision

Our vision is to empower individuals and businesses to achieve financial well-being through personalized wealth planning and exceptional personalized service. We believe in fostering lasting client relationships built on trust, transparency, and open communication.

Who We Are

Mariner Wealth Advisors is a leading registered investment advisor with a diverse team of experienced professionals dedicated to providing comprehensive wealth management services to individuals and businesses. Our advisors have access to an in-house team of wealth management professionals, armed with the expertise and resources to navigate even the most complex wealth challenges.

Our Expertise

We offer a comprehensive range of services across various areas, including:

For Individuals

• Wealth Planning: Developing personalized strategies to achieve financial goals and manage investments, taxes, estate planning, trusts, and insurance solutions.
• Investment Management: Customized portfolio construction and ongoing monitoring to maximize returns and mitigate risks.
• Tax Planning and Preparation: Comprehensive tax strategies to minimize taxes and maximize deductions and credits.
• Estate Planning and Trusts: Developing legal documents such as wills, trusts, and powers of attorney to ensure financial security.

For Businesses

• Retirement Plan Services: Consulting on the design, implementation, and management of retirement plans for businesses.
• Tax Strategies: Solutions to optimize tax efficiency and maximize profitability.
• Institutional Cash Management: Strategies for effective management and utilization of business funds.
• Specialized Business Services: Specialized solutions tailored to address unique financial challenges faced by businesses.

Our Approach

We take a collaborative and personalized approach to wealth management. We believe in working closely with clients to understand their unique goals, values, and financial situations. Our advisors take the time to explain complex financial concepts in clear and concise language, ensuring clients are fully informed and involved in the process.

Our Commitment

Mariner Wealth Advisors is committed to providing exceptional client service. We are dedicated to:

• Integrity and Transparency: We prioritize ethical practices and transparent communication at all times.
• Client-Centered Approach: We focus on understanding your unique needs and goals to provide tailored solutions.
• Continuous Improvement: We constantly invest in our team and technology to enhance our services and deliver better outcomes for clients.