Richard H. Allison

Meet Richard.

Richard H. Allison advises clients on retirement, taxes, estate planning, and other interconnected financial decisions. His qualifications include the Enrolled Agent designation and a federal employee benefits credential. At Savant, he helps individuals and families assess cash flow, insurance, education funding, and wealth transfer within a comprehensive financial plan.

Before your first conversation.

Areas of focus

Comprehensive financial planning · Retirement planning · Tax planning · Estate and wealth transfer planning

Credentials recorded in sources

CFP, ChFEBC, EA, MBA

Investment minimum

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Fees & compensation

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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.

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