Forum Co-Founder Brian Savage Retires After 30 Years as a Financial Advisor

Published 03/26/2021

At the end of the month, Forum Partner Brian Savage will retire from Forum Financial Management, the Registered Investment Advisor firm he co-founded more than a decade ago. With a professional career that spans more than 40 years, Brian considers being a financial advisor at Forum to be the perfect finale.

No matter where you first met Brian, you were acquainted with the same down-to-earth person dedicated to family and friends, clients, colleagues and alma mater. With a comedic timing all his own, Brian is the one person you can count on to tell a joke in the middle of a quiet room to bring up the mood.

A business leader and entrepreneur, Brian helped shape and grow Forum into the organization it is today. He has served in many roles for Forum including Chief Compliance Officer and Head of Operations, integrating his knowledge as a CPA and the expertise gained from owning a tax practice and holding a leadership position at a national financial services firm.

He valued the real connections he had with clients, which transcended the numbers that defined their financial plans. Calling on his own experiences watching his children grow up and leave home, Brian would assure clients in the final stage of college planning that the nest is not truly empty if family ties are strong. The same holds true for his Forum family, where he has been a mentor for the next generation and a friend to colleagues throughout the firm.

Brian exemplifies Forum’s values to treat people with compassion and respect. He supports numerous charitable organizations, whether the attire calls for suit and tie or a pair of running shoes. Brian remains devoted to Western Illinois University, his alma mater, as a diehard Leathernecks fan and president of the Alumni Council.

Over the years, Brian’s adventures with family and friends have redefined the idea of summer vacation. Now, with an endless summer on the horizon, his initial plans include visiting his family and nine grandchildren, perfecting the three-quarter shot to improve his golf game and cheering on his favorite Chicago sports teams at tailgating events when games resume.

Knowing that Brian has time to pursue all his personal goals, it is easy to wish him a fond farewell. That said, he will be incredibly missed at Forum because an individual of such great heart and kindness is not often met in life. We wish him more than well, we wish him joy.

Visit our Forum Facebook page to see a few photos of Brian Savage, spotted everywhere from glitzy evening galas to rainy afternoons fishing for the one that did not get away.


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