Justin Smith

CAP® CFA® CFP®

Financial Advisor

Savant Wealth Management

Scottsdale, AZ

Anywhere / Virtual Meetings

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

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Schedule a Meeting

Virtual or Phone

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Savant takes a holistic approach to wealth management, incorporating tax and estate planning.
Our deep bench of professionals can handle the most complex financial situations with wisdom
and compassion.
We take the time to understand our clients’ goals, dreams, and challenges and create a
roadmap for their financial future.
As a fiduciary, our clients are at the heart of every decision and recommendation we make.
Savant Wealth Management is majority employee-owned and founder-led. This built-in
continuity plan allows us to make decisions on behalf of our clients without outside pressure or
obligation.

Get to Know Justin Smith

Justin specializes in helping executives and successful professionals create a tax-smart plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds, we explore what’s possible, create a plan, and strive to minimize taxes in the process.

Justin has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan Ross School of Business. He is a CERTIFIED FINANCIAL PLANNER® professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on tax-smart retirement planning.

Justin loves to cook and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.

I Can Help You With:

Comprehensive Wealth Management
Estate Planning & Wealth Transfer
Accounting & Consulting Services
Investment Management
Tax Planning, Advisory & Preparation
Company Retirement Plans
Financial Planning
Trust Services
Retirement Income Planning
Retirement Plan Rollovers

Ideal Clients:

High Net Worth Families
Executives and Professionals
Retirees and Near Retirees
Medical Professionals
Business Owners and Entrepreneurs
University Professionals
Sudden Money Situations
Equity Compensated Professionals

FAQ with Justin Smith

What is your fee structure?
Do you have a minimum amount that I need to invest?
How are you different from a brokerage house?
What is evidence-based investing (EBI)?

Our fees are based on a percentage of assets managed. Your financial advisor can provide more specifics.

What is your fee structure?
Our fees are based on a percentage of assets managed. Your financial advisor can provide more specifics.
Do you have a minimum amount that I need to invest?
How are you different from a brokerage house?
What is evidence-based investing (EBI)?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Justin Smith's Designations and Affiliations

Justin Smith is a CERTIFIED FINANCIAL PLANNER® Professional - Click for Verification
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Justin Smith is a holder of the right to use the Chartered Financial Analyst® designation
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Justin Smith Holds the Chartered Advisor in Philanthropy® (CAP®) Designation
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Justin Smith is a NAPFA Associate Member
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Media Mentions and Industry Involvement

Office Locations

20551 N. Pima Rd., Suite 200 - Scottsdale, AZ 85255

Advisor Disclosure

Savant Wealth Management (Savant) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.