Matthew Armstrong, Cfp(R), Crps(R), Aif(R)
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Matthew Armstrong, Cfp(R), Crps(R), Aif(R) Email & Phone Number

Financial Advisor and Financial Planner in Rockford - Helping Relieve Financial Stress - marmstrong@savantwealth.com at Savant Wealth Management
Location: Rockford, Illinois, United States 3 work roles 2 schools
3 work emails found @savantcapital.com 1 phone found area 815 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 1 phone

Work email m****@savantcapital.com
Direct phone (815) ***-****
LinkedIn Profile matched
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Current company
Savant Wealth Management
Role
Financial Advisor and Financial Planner in Rockford - Helping Relieve Financial Stress - marmstrong@savantwealth.com
Location
Rockford, Illinois, United States
Company size
160 employees

Who is Matthew Armstrong, Cfp(R), Crps(R), Aif(R)? Overview

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Quick answer

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) is listed as Financial Advisor and Financial Planner in Rockford - Helping Relieve Financial Stress - marmstrong@savantwealth.com at Savant Wealth Management, a with 160 employees, based in Rockford, Illinois, United States. AeroLeads shows a work email signal at savantcapital.com, phone signal with area code 815, and a matched LinkedIn profile for Matthew Armstrong, Cfp(R), Crps(R), Aif(R).

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) previously worked as Financial Advisor (815) 227-0300 at Savant Wealth Management and Marketing Coordinator at Savant Capital Management. Matthew Armstrong, Cfp(R), Crps(R), Aif(R) holds Bachelor Of Arts (B.A.), Business Administration from Augsburg College.

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Email format at Savant Wealth Management

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*@savantcapital.com
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AeroLeads found 3 current-domain work email signals for Matthew Armstrong, Cfp(R), Crps(R), Aif(R). Compare company email patterns before reaching out.

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Profile bio

About Matthew Armstrong, Cfp(R), Crps(R), Aif(R)

I help busy and successful people organize their finances and relieve financial stress. I am a financial advisor, member of the Advisory Team for Savant Capital Management, a CERTIFIED FINANCIAL PLANNER™ professional, and am responsible for managing all aspects of the financial planning and investment processes for my clients. I routinely meet with clients, advisors, portfolio managers, and financial planners to determine and coordinate effective planning, investment, and tax strategies. I have been in the financial services industry since 2005.I serve my clients in a fiduciary capacity, making financial recommendations and decisions in their best interest. Based in Rockford, IL, Savant is a Registered Investment Advisor, which means Savant advisors are required by law to act in our clients’ best interest. I specialize in helping people with investable assets from $500,000 to $5,000,000. Many of my clients are either working to accumulate assets for retirement, have recently had a 401k rollover from a job change, are planning for retirement, need help managing their hard-earned assets during retirement, or were looking for a second opinion on their previous investment strategy. I help give my clients confidence to work toward their ideal financial future while providing advice and coaching along the way. I earned a Bachelor of Arts degree in business administration with an emphasis in marketing from Augsburg University. I am an active member of the Rockford Cosmopolitan Service Club, serve on the Rockford Cosmopolitan Charities Board, and am a past club president. In 2010, I received the Cosmopolitan International President of the Year Award and was recognized by the Rockford Chamber of Commerce as one of their “40 Leaders Under 40.” Contact me at 815-227-0300 or at marmstrong@savantwealth.com to learn more.

Listed skills include Financial Planning, Investments, Retirement Planning, Problem Solving, and 22 others.

Current workplace

Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s current company

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Savant Wealth Management
Savant Wealth Management
Financial Advisor and Financial Planner in Rockford - Helping Relieve Financial Stress - marmstrong@savantwealth.com
rockford, illinois, united states
Website
savantwealth.com
Employees
160
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3 roles

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) work experience

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Financial Advisor (815) 227-0300

Current
Savant Wealth Management

Rockford, Illinois Area

As a financial planner and financial advisor with Savant, my role is to manage all aspects of the financial planning and investment process for Savant clients. I help individuals accumulating and preparing for retirement as well as those living in retirement. I assist Savant clients in coordinating effective financial planning, investment, and tax strategies. Some of my specialties include financial planning, investment management, retirement planning, tax planning, educational planning, estate planning, 401k rollovers, IRA rollovers, qualified retirement plans, and other aspects of financial planning advice.Savant Capital Management ("Savant") is an SEC registered investment adviser. Please visit www.savantcapital.com/landing-pages/important-disclosures for more information.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Jul 2011 - Present

Marketing Coordinator

Savant Capital Management

Rockford, Illinois Area

Led the coordination of all Savant advertising and sponsorship opportunities, database/prospect management, market research, and overseeing a variety of other internal and external Savant marketing and communications projects. First point of contact for all prospective client requests received by Savant and worked closely with Advisory Team to onboard new clients to Savant. Coordinated those looking for financial planning and investment management services with the appropriate Savant financial planning and advisory team members.

Feb 2005 - Jul 2011

Director Of Marketing And Membership

Forest Hills Country Club

Rockford, Illinois Area

Attracted new members to Forest Hills Country Club by working through the active membership base and other marketing programs. Created and implemented marketing and membership programs, while also introducing potential members to available club amenities.

Aug 2002 - Oct 2004
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 160 employees →

WA Wade A. Warren, Cfp® Wade A. Warren, Cfp® Colleague at Savant Wealth ManagementGreater Birmingham, Alabama Area, United States View → MJ Matilda Jones Matilda Jones Colleague at Savant Wealth ManagementHarrington, Delaware, United States View → BH Brad Haverback, Cfp® Brad Haverback, Cfp® Colleague at Savant Wealth ManagementCedar Rapids, Iowa, United States View → AD Anthony D'Alfonso Anthony D'Alfonso Colleague at Savant Wealth ManagementLancaster, Pennsylvania, United States View → JS Joel Sauer, Cfp®, Cima®, Chfc® Joel Sauer, Cfp®, Cima®, Chfc® Colleague at Savant Wealth ManagementGreater Madison Area, United States View → LC Laura Chiesman, Cfp®, Cdfa® Laura Chiesman, Cfp®, Cdfa® Colleague at Savant Wealth ManagementSatellite Beach, Florida, United States View → DP Diane Peters Diane Peters Colleague at Savant Wealth ManagementRockton Township, Illinois, United States View → MD Marcello Desjardins Marcello Desjardins Colleague at Savant Wealth ManagementLawrence, Kansas, United States View → SW Stewart Whitt, Ms, Cfp®, Crpc® Stewart Whitt, Ms, Cfp®, Crpc® Colleague at Savant Wealth ManagementHuntsville, Alabama, United States View → DM David Mccormick-Goodhart, Cfp®, Aif®, Cpa/Pfs, Mba David Mccormick-Goodhart, Cfp®, Aif®, Cpa/Pfs, Mba Colleague at Savant Wealth ManagementVienna, Virginia, United States View →
2 education records

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) education

Bachelor Of Arts (B.A.), Business Administration

Augsburg College

Activities and Societies: Men's Golf Team, Intramural SportsDean's List

College Prep

Harlem High School

Activities and Societies: Varsity Golf Captain, National Honor Society, Student CouncilOscar Huckabee Scholar-Athlete Award

FAQ

Frequently asked questions about Matthew Armstrong, Cfp(R), Crps(R), Aif(R)

Quick answers generated from the profile data available on this page.

What company does Matthew Armstrong, Cfp(R), Crps(R), Aif(R) work for?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) works for Savant Wealth Management.

What is Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s role at Savant Wealth Management?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) is listed as Financial Advisor and Financial Planner in Rockford - Helping Relieve Financial Stress - marmstrong@savantwealth.com at Savant Wealth Management.

What is Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s email address?

AeroLeads has found 3 work email signals at @savantcapital.com for Matthew Armstrong, Cfp(R), Crps(R), Aif(R) at Savant Wealth Management.

What is Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s phone number?

AeroLeads has found 1 phone signal(s) with area code 815 for Matthew Armstrong, Cfp(R), Crps(R), Aif(R) at Savant Wealth Management.

Where is Matthew Armstrong, Cfp(R), Crps(R), Aif(R) based?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) is based in Rockford, Illinois, United States while working with Savant Wealth Management.

What companies has Matthew Armstrong, Cfp(R), Crps(R), Aif(R) worked for?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) has worked for Savant Wealth Management, Savant Capital Management, and Forest Hills Country Club.

Who are Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s colleagues at Savant Wealth Management?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R)'s colleagues at Savant Wealth Management include Wade A. Warren, Cfp®, Matilda Jones, Brad Haverback, Cfp®, Anthony D'Alfonso, and Joel Sauer, Cfp®, Cima®, Chfc®.

How can I contact Matthew Armstrong, Cfp(R), Crps(R), Aif(R)?

You can use AeroLeads to view verified contact signals for Matthew Armstrong, Cfp(R), Crps(R), Aif(R) at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Matthew Armstrong, Cfp(R), Crps(R), Aif(R) attend?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) holds Bachelor Of Arts (B.A.), Business Administration from Augsburg College.

What skills is Matthew Armstrong, Cfp(R), Crps(R), Aif(R) known for?

Matthew Armstrong, Cfp(R), Crps(R), Aif(R) is listed with skills including Financial Planning, Investments, Retirement Planning, Problem Solving, Asset Management, Financial Analysis, Marketing Strategy, and Social Media.

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