Brian P. Conroy AIF®, CFP®, CRPS®, Financial Advisor, Manager of Advisory and Business Development Savant Capital Management

Brian Conroy manages Savant’s Chicago and suburban Chicago offices, working with families to formulate and coordinate effective planning, investment and tax strategies. He has been involved in the financial services industry since 1993. Brian has trained advisors, registered investment representatives and insurance agents, and founded a fee-only financial planning firm based in Schaumburg, Ill. He has taught financial planning courses for the Northwestern University CERTIFIED FINANCIAL PLANNERTM Certification Education Program. He earned a bachelor of arts degree from North Central College, completed DePaul University’s certificate program in financial planning and is a CERTIFIED FINANCIAL PLANNERTM professional, a chartered retirement plans specialist (CRPS®) and an accredited investment fiduciary (AIF). Contact Brian to help you work toward building your ideal future.

At a Glance

  • 1430 1797 W. State Street, Suite C,
    Geneva, IL 60134
    200 South Wacker Drive, Suite 3100,
    Chicago, IL 60605

  • Primary Custodians for Investor Assets

    TD Ameritrade, Charles Schwab

  • Compensation Method

    Asset-based and fixed fees (planning services); asset-based fees (investment services)

  • Financial Services Experience

    23 years

  • Locations

    Illinois: Rockford (headquarters), Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, Willmette; Wisconsin: Madison and Park Falls; Virginia: McLean

  • Association Member Financial Planning Association
  • Assets Under Management $4.2 billion
  • Minimum Fee for Service None
  • Professional Services Provided
    • Planning and investment-advisory services

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