Grant Moore

MBA, CFP®, CRPC®, AIF®, CRPS®

SAVANT Capital Management

Financial Advisor

Grant Moore

MBA, CFP®, CRPC®, AIF®, CRPS®

SAVANT Capital Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Grant Moore, MBA, CFP®, CRPC®, AIF®, CRPS®

Fee-Only financial planner located in Rockford, IL, serving clients locally and across the country

Grant Moore is a Rockford, IL fee-only financial planner. SAVANT Capital Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Grant Moore is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Grant Moore is a fee-only financial advisor at Savant and a member of the Advisory Team. He has been involved in the financial services industry since 2006. Grant is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Prior to becoming a financial advisor, Grant worked in Savant’s financial planning department where he produced investment analyses, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.

Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance/economics and an MBA. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans SpecialistSM (CRPS®).

Grant was recently elected to the Midwest board of directors for NAPFA, the largest network of fee-only financial planners. Grant also serves on the board of directors for Remedies, a local domestic violence and substance abuse facility. He previously served as a volunteer in the RAISE Program of the Junior League of Rockford, mentoring high school students aspiring to attend college. Grant is routinely interviewed by local television stations and has been quoted in national publications.

Grant and his wife have two sons. He enjoys traveling, playing golf and tennis, and spending time with his family.

 

 

 

 


Savant Capital Management is a Registered Investment Advisor.  Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. - See more at: https://www.savantcapital.com/team-member/Grant-W.-Moore#sthash.gmYLfL93.dpuf

Grant Moore is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

What Sets Us Apart? Savant's Philosophy

We believe clients often choose to work with Savant for a couple of reasons:

  • The value we place on putting clients first, and
  • How we interact with clients on an on-going basis

Clients First

We pride ourselves on always acting in the client’s best interest and putting foremost the pursuit of your financial goals. Savant approaches every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client. Learn more >>

Working with Clients to Build Ideal Futures

What is your vision of an ideal future? Perhaps you want to retire early to travel the globe, fund higher education for the next generation, or leave a legacy for multiple generations. Whatever your vision is of an ideal future, we can help you plan for it.

We have been helping investors like you build ideal futures for nearly three decades. Building ideal futures is not just a tag line, it is the reason we come to work every morning. You have a unique vision of your ideal future – let us help crystalize your vision and make a plan for turning it into a reality. Learn more >>

What We Believe

An important key to maximizing your assets, enhancing the quality of your life, and realizing your personal and financial goals is to develop and implement strategies based on sound and unwavering planning and investment philosophies. Such philosophy should be based on time tested principles and common sense. It should be consistent and provide integrated solutions. The philosophy should be effective, not complicated. It should keep you, your advisor, and your resources focused on those decisions and variables that truly make a difference. Click read Savant’s time-tested core philosophies.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Grant Moore is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Grant Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CRPC - Chartered Retirement Planning Counselor
    Grant Moore is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

  • Accredited Investment Fiduciary®
    Grant Moore is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

  • CRPC - Chartered Retirement Planning Counselor
    Grant Moore is a Chartered Retirement Planning Counselor℠ (Learn More)

    The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.

Contact Grant Moore

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Office Locations:

  • 190 Buckley Drive
    Rockford, IL 61107
  • 1011 Loras Drive
    Suite B
    Freeport, IL 61032
  • 1797 W. State Street
    Suite C
    Geneva, IL 60134
  • 1200 John Q. Hammons Drive
    Suite 101A
    Madison, WI 53717
  • 2815 Forbs Avenue
    Suite 107
    Hoffman Estates, IL 60192

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