Savant Wealth Management - Financial Advisor in Indianapolis, IN | WiserAdvisor.com

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

Savant Wealth Management

Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation.

Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's.

Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.

Rob has been involved in the financial services industry since 2000. He served as president of Huber
Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since
2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul
University. He co-authored the book Victory Lap Retirement, second edition.
Rob donates his time as an appointed director of the Western Golf Association, which administers the
Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also
serves as a mentor at Buffalo Grove High School's entrepreneurship program.
Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to
Michigan, sports, theater, and music.

Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital
Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior
institutional consultant with TIAA and a staff accountant with KPMG.
Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active
participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian
State University Foundation Board.
Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton
Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time,
they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.

Martin has been involved in the financial services industry since 1982. He served as the founding principal of Treybourne Wealth Planners from 1985 until it joined with Savant in 2021. Before founding Treybourne, Martin co-founded the accounting firm Sherman & Armbruster, LLP. Prior to that, he worked for a regional CPA firm and served as controller of a southside Indianapolis construction products company.

Martin earned a bachelorâs degree from the University of Notre Dame. He is a CERTIFIED FINANCIAL PLANNER&trade; professional and a Certified Public Accountant (CPA) and was awarded a Personal Financial Specialist (PFS) designation. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society.

For eight years, Martin organized the St. Baldrick's Foundation fundraising event in Indianapolis, raising more than $375,000 for children's cancer research. He served in various leadership and consultative roles for the Johnson County Community Foundation for 31 years.

Martin is actively engaged in outdoor activities, including running, biking, hiking, and golf. He is married to Carol K. Armbruster, PhD., an author and teaching professor emeritus, department of kinesiology at Indiana University.

Brian has been involved in the financial services industry since 2008. He worked for Treybourne Wealth Planners from 2019 until it joined with Savant in 2021. Prior to joining Treybourne, Brian worked with various Indianapolis-based wealth management firms including C.H. Douglas & Gray, LLC and Bedel Financial.

Brian earned a bachelorâs degree in finance from Butler University and is a CERTIFIED FINANCIAL PLANNER&trade; professional. Although a resident of Indianapolis, he admits to rooting for Chicago sports teams. Brian enjoys playing basketball, golfing, fishing, and other outdoor sports, as well as spending time with his friends and family.

Stephanie has been involved in the financial services industry since 1999. She served as a principal of Treybourne Wealth Planners from 2010 until it joined with Savant in 2021. Prior to joining Treybourne, Stephanie co-founded WealthPoint Advisors, LLC. Before that, she was an auditor with RJ Pile, LLC.

Stephanie earned a bachelorâs degree in accounting from the University of Indianapolis. She is a CERTIFIED FINANCIAL PLANNER&trade; professional, an Accredited Investment Fiduciary&reg; (AIF&reg;), a Certified Public Accountant (CPA), and earned a Personal Financial Specialist (PFS) designation. She is a member of the American Institute of Certified Public Accountants (AICPA).

Stephanie is a member of St. Barnabas and lives on the south side of Indianapolis with her husband Scott and their sons, Sean and Steven. She loves being a boy mom and enjoys spending time with her family and friends, going on walks, Broadway musicals, and photography.

About Savant Wealth Management

General Information

Compliance

Firm Information

Compensation and Fees

Disclosures