David Handley, CFP® - Savant Wealth Management
We help build ideal futures for our clients, our team, and the communities we serve.
0
Client Reviews
0.5% to 1.25%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Client who values professional advice and is willing to delegate to a trusted partner
Clients who wouldNOTbe a good fit
Someone who wants to self-manage investment assets or is not interested in taking advice
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$300,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.5% to 1.25%
Meeting Options
In person meetings
Video meetings
Phone
Email
About David Handley, CFP® - Savant Wealth Management
At Savant Wealth Management, we’re on a mission to empower individuals, families, and institutions to achieve their life and financial goals by serving as their most trusted advisor – and helping them gain clarity, confidence, simplicity, and peace of mind. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
