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Grant Moore

CFP®, CRPC®, MBA
Savant Capital Management
Rockford, IL
Helping families build their ideal futures
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Meet Grant

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Introduction - Grant Moore
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Which Account Should I Spend From First in Retirement - Grant Moore
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When Should I Begin Collecting Social Security - Grant Moore
Video Transcripts

Grant is a financial advisor in Savant’s Rockford, IL, office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Grant has been involved in the financial services industry since 2006. Prior to becoming a financial…

Grant is a financial advisor in Savant’s Rockford, IL, office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He routinely meets with clients, advisors, portfolio managers, and planners to determine and coordinate effective planning, investment, and tax strategies.

Grant has been involved in the financial services industry since 2006. Prior to becoming a financial advisor, he 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/economics and an MBA. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Investment Fiduciary® (AIF®), and a Chartered Retirement Plans SpecialistSM (CRPS®).

Grant serves on the Midwest board of directors for the National Association of Personal Financial Advisors (NAPFA), the largest network of fee-only financial planners. In 2016 he was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. 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 previously served on the board of directors and as treasurer for Kantorei, the Singing Boys of Rockford and on the board of directors for Remedies, a local domestic violence and substance abuse facility. He also volunteered with the RAISE Program of the Junior League of Rockford, mentoring high school students aspiring to attend college. Grant is routinely interviewed by local television stations and has been quoted in national publications.

Grant and his wife, Erin, have two sons (Landon and Hudson). He enjoys traveling, playing golf and tennis, and spending time with his family.

Grant joined Team Savant in June 2006.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Socially responsible investing

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPS® - Chartered Retirement Plans Specialist℠
CRPC® - Chartered Retirement Planning Counselor℠

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

MBA - Marquette University
Bachelors - Marquette University
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