Meet The Expert

Justin D. Smith

Financial Advisor & Member Owner of Savant Wealth Management
 
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Justin is a Financial Advisor and Member Owner at Savant Wealth Management, specializing in tax-smart planning for executives and professionals. With over 15 years in the financial services industry, he brings a wealth of experience to his work.

Before joining Savant Wealth Management, Justin was a partner and portfolio manager at an independent Registered Investment Advisor firm in Chicago. He holds a Bachelor of Business Administration in Finance from the University of Michigan Ross School of Business and is a CERTIFIED FINANCIAL PLANNER™. Additionally, he has earned the Chartered Advisor in Philanthropy® (CAP®) and Chartered Financial Analyst® (CFA®) designations.

A frequent speaker on tax-smart retirement planning, Justin is passionate about helping clients build secure, tax-efficient financial futures. He finds great fulfillment in providing clarity and confidence to those he works with.

Outside of work, Justin enjoys cooking and spending time outdoors with his wife and three children. After many years in the Midwest, he has come to fully appreciate everything Arizona has to offer. In the fall, you’ll find him on his patio cheering on the Minnesota Vikings or Michigan Wolverines.

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