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Allison A. Alexander
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Professional background

Meet Allison.

Allison A. Alexander helps clients navigate financial transitions including retirement, divorce, the loss of a spouse, and the sale of a business. Her planning work spans tax considerations, wealth transfer, philanthropy, and retirement income. She is also a founding member of Savant’s Wise Women initiative.

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At a glance

Before your first conversation.

Areas of focus
Retirement planning · Divorce financial planning · Wealth transfer · Philanthropic planning · Tax planning
Credentials recorded in sources
CFP, CPA, CDFA
Investment minimum
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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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The listed firm
SWM

Savant Wealth Management

6 listed professionals

Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.

Research before you connect.

Professional sources reviewed 2026-09-16. Location: The official biography explicitly identifies this advisor office city and state. Rockford is listed before the additional Chicago Loop office.. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.

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