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Matthew D. Armstrong
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Professional background

Meet Matthew.

Matthew D. Armstrong helps clients coordinate retirement strategies with a broader financial plan. His work at Savant considers taxes, wealth transfer, philanthropy, income needs, insurance, and education funding. With experience in financial services dating to 2005, he brings attention to both long-term objectives and the practical choices clients face today.

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At a glance

Before your first conversation.

Areas of focus
Retirement planning · Comprehensive financial planning · Wealth transfer · Tax planning
Credentials recorded in sources
CFP, AIF, CRPS
Investment minimum
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Fees & compensation
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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.. 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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