Ryan Movahed
CPAManager of Accounting & Business Advisory
Savant Accounting & Business Advisory, an affiliate of Savant Wealth Management in Rockford, IL
We are pleased to announce that Summit CPA Group, P.C. has joined Savant Accounting & Business Advisory, an affiliate of Savant Wealth Management.
Services for Individuals & Families
From investment management and financial planning to estate planning and tax strategy, we collaborate to provide integrated solutions that support your goals, simplify complexity, and help you make decisions for yourself, now and in the future.
Family Office Services
For ultra-high-net-worth and multigenerational families, wealth spans entities, generations, and shared decisions. Savant helps coordinate all of it, from consolidated reporting to daily operations.
Business Advisory Services
Business advisory, accounting, and tax services that help business owners make smarter decisions today and prepare for what’s next, from growth to retirement and legacy.
Meet Our Rockford, IL – Fincham Team
David A. Miosi
CPASenior Manager of Accounting & Business Advisory
Marion S. Momaly
CPA, MSTManager of Accounting & Business Advisory
Lauren E. Gustafson
CPAManager of Accounting & Business Advisory
Scot A. Dobbs
CPA/PFS, CFP®, MSTDirector of Accounting & Business Advisory
Savant's Financial Views & News | Rockford, IL
How Business Valuation Supports Succession and Transition Planning
Business transitions can involve more than a change in ownership. Learn how coordinated planning can support succession discussions, retirement planning, tax planning, and legacy goals.
Savant Accounting & Business Advisory Welcomes Summit CPA Group
Savant Accounting & Business Advisory welcomes Summit CPA Group, expanding accounting, tax, and advisory services for Rockford-area business owners.
Savant Tax & Consulting Changes Name to Savant Accounting & Business Advisory
Savant Tax & Consulting is now Savant Accounting & Business Advisory, reflecting expanded accounting, tax, consulting, and advisory services.
Upcoming Webinars
Year-End Tax Planning for Investors with Significant Wealth
November 4 | 1:00 PM CTLearn about year-end tax planning considerations before 2027 begins. For investors with $750K+ saved.
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Tax-Savvy Retirement Planning for Affluent Investors
November 10 | 1:00 PM CTHave at least $750K saved? Join our discussion on retirement income, tax planning, and legacy considerations. (111)
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What University Professionals May Overlook About Retirement Planning
November 12 | 1:00 PM CTUnderstand retirement planning issues facing university professionals. For those with $1M+ saved for retirement.
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Beyond the Documents: Preparing Heirs, Not Just Assets
November 18 | 1:00 PM CTEstate planning often includes both financial and family considerations. Intended for those with $750K+ saved.
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Webinars On Demand
Did you miss our latest webinar? Do you like to do video learning on your own time? Catch our webinars on demand here or watch some of our “Ask an Advisor” series of videos for financial wisdom, available to you – anytime!
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