Stephanie Willison
Financial Advisor
Savant Wealth Management
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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.
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 Stephanie Willison
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 bachelor’s degree in accounting from the University of Indianapolis. She is a CERTIFIED FINANCIAL PLANNER® professional, an Accredited Investment Fiduciary® (AIF®), 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.
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 Stephanie Willison
- 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)?
- 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
Stephanie Willison's Designations and Affiliations
Stephanie Willison is a Certified Public Accountant (CPA)
Media Mentions and Industry Involvement
Stephanie Willison is Mentioned in Stateline Chamber: "Savant Wealth Management Joins Forces with Treybourne Wealth Planners"
Stephanie Willison is Mentioned on Citywire: "Savant ‘plants a flag’ with purchase of $321m Indiana RIA"
Stephanie Willison is Quoted in Financial Advisor Magazine: "Savant To Acquire $321M AUM Treybourne Wealth Planners"
Stephanie Willison is Mentioned in InvestmentNews: "Savant to acquire $321 million RIA firm: The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners."
Office Locations
8350 S. Emerson Avenue, Suite 140 - Indianapolis, IN 46237
