Grant Moore
MBA, MS, CFP®, MPAS®, CRPC®, AIF®, CRPS®
Savant Wealth Management
Financial Advisor
Grant Moore
MBA, MS, CFP®, MPAS®, CRPC®, AIF®, CRPS®
Savant Wealth Management
Financial Advisor
The most enjoyable part of my job is the ability to work as a team with our clients. By learning what is important to them, we are able to develop a personalized plan to help accomplish their life goals. - Grant Moore, MBA, MS, CFP®, MPAS®, 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 Wealth Management provides comprehensive wealth management, investment management, and objective financial planning to help individuals, families, and businesses across the nation 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 focuses on helping those close to and in retirement develop tax-efficient cash flow and investment strategies. He has been involved in the financial services industry since 2006. 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 and economics with a minor in psychology. He earned a master of business administration degree from Marquette University and a master of science degree in personal financial planning from the College for Financial Planning.
Grant is an adjunct professor, teaching undergraduate financial planning and estate planning courses at Franklin University. In 2016 Grant was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. He serves on the board of directors and as secretary for Rockford Symphony Orchestra. In 2013, he graduated from the Chamber of Commerce’s 58th Class of Leadership Rockford, a program designed to help emerging leaders grow in the Rockford community. Grant is routinely interviewed by local television stations and has been quoted in national publications including the Wall Street Journal, InvestmentNews, U.S. News & World Report, Bloomberg Businessweek, USA Today, and Consumer Reports. He is also a frequent featured guest on the Sirius XM Satellite Radio show, “Your Money,” hosted by the Wharton School of Business.
Grant and his wife Erin have two sons, Landon and Hudson. He enjoys traveling, playing golf, coaching his sons’ sports teams, and spending time with his family.
Grant Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
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
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Grant Moore is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Grant Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Grant Moore is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a 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.
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Grant Moore is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Grant Moore is a Chartered Retirement Plans Specialist® (CRPS®)Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Grant Moore is a Master Planner Advanced Studies℠ Professional (MPAS®)MPAS® designees have completed a Master of Science degree with a major in personal financial planning or financial analysis. The program consists of 36-43 semester credits and delves into personal financial planning or investment-related content. Graduates are required to demonstrate critical thinking skills and problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.
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Grant Moore is Quoted in Consumer Reports: "Best retirement savings, insurance and investment strategies"
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Grant Moore is an Adjunct Professor at Franklin University
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Grant Moore is Featured on GuideVine: "How Should I Factor My Child's College Expenses Into My Financial Plan?"
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Grant Moore is Mentioned on rrstar.com: "Savant Capital Management announces new manager, accomplishments"
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Grant Moore is Quoted on The Balance: "Why Stock Dividends Matter, and How They Build Your Wealth"
Contact Grant Moore
Office Locations:
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190 Buckley Drive
Rockford, IL 61107
