MHA Financial
45yrs
Top advisor by experience in Westwood
12yrs
Michael Waldron
Full name on record: Michael Robert Waldron
Financial advisor at Savant Wealth Management
Based in Westwood, Massachusetts, Michael Waldron is a financial advisor with 12 years of industry experience. Michael joined Savant Wealth Management in 2026, after 11 years at Heritage Financial Services. Michael’s designations include CFA and CFP®.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 50% of advisors at Savant Wealth Management
Office100 Lowder Brook Drive Suite 1000, Westwood, MA 02090
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm403
States licensed ?1 state
Services through Savant Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Mar 2026 – nowSavant Wealth ManagementCurrent firm
- 2014 – 2026Heritage Financial ServicesPreviously
Contact Michael
(815) 227-0300Firm headquarters in Rockford, IL. Ask for Michael. 100 Lowder Brook Drive Suite 1000Westwood, MA 02090Office · Get directions X (Twitter) pageSavant Wealth Management
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Savant Wealth Management at (815) 227-0300 and ask for Michael Waldron. Michael works from the Westwood, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2014, about 12 years. More experience than 50% of advisors at Savant Wealth Management.
What licenses does Michael hold?
No exams are listed on the official record.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Savant Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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