PUBLIC-SOURCE PROFILE
Patti B. Black
Financial Advisor / Member Owner
Savant Wealth Management ↗Birmingham, Alabama
BACKGROUND & PLANNING FOCUS
Get to know Patti.
Patti B. Black helps families make financial decisions that reflect their values and responsibilities. Her experience includes the needs of people supporting both children and aging parents. She brings more than three decades in financial services to planning that addresses retirement, taxes, education, estate concerns, and wealth transfer.
- Reported firm
- Savant Wealth Management
- CRD number
- Not listed in this profile
- Minimum investment
- Ask the professional
- Fees & compensation
- Confirm directly before engaging
BEFORE YOU MAKE A DECISION
Start with better questions.
- Which services and experience are most relevant to my situation?
- In what capacity would you work with me, and when would you act as a fiduciary?
- What would I pay, including commissions, product costs, and any referral fees?
- Who holds my assets, and how would we communicate and measure progress?
Check the current official record.
A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.
FINRA BrokerCheck SEC investment adviser searchSOURCES & FRESHNESS
Know where the information comes from.
Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
The official biography explicitly identifies this advisor office city and state.
Suggest a correction ↗THE RIGHT CONVERSATION STARTS HERE
Find help for the financial decisions ahead.
Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.
