Savant Wealth Management’s Columbia, South Carolina office, located at 1226 Briargate Circle, Suite B, offers comprehensive, fee-only financial services tailored to individuals, families, and businesses. As part of a majority employee-owned firm, the Columbia team emphasizes personalized, fiduciary advice to help clients pursue their ideal financial futures.

Services Offered

The Columbia office provides a wide range of services, including:

• Comprehensive Wealth Management: Integrating investment, tax, estate, and financial planning.

• Investment Management: Evidence-based strategies tailored to client goals.

• Financial Planning: Customized plans addressing retirement, education, and other life goals.

• Estate Planning & Wealth Transfer: Strategies to efficiently transfer wealth to future generations.

• Tax Advisory & Preparation: Proactive tax planning and preparation services.

• Accounting & Consulting Services: Business accounting and strategic consulting.

• Trust Services: Establishment and management of trusts.

• Family Office Services: Comprehensive services for affluent families.

• Company Retirement Plan Services: Design and management of employer-sponsored retirement plans.

These services are designed to cater to clients with at least $750,000 in investable assets, though the firm also considers individuals and families with significant growth potential.