Groundwork for Savant began many years ago with the founding of its predecessor, Savant Planning Group, Ltd., in 1986 in the heart of Rockford, IL. Savant Co-founder and CEO Brent Brodeski joined shortly thereafter and the firm expanded beyond financial planning into wealth management.
The independent registered investment advisor movement was in its infancy at the time. In a closed, club-like industry where you needed connections or paid high fees to access basic financial advice, Savant Wealth Management was a fresh alternative that put investors and their best interests first. We acted on the premise that investors deserve truly independent financial planning advice, unbiased by conflicts of interest.
Fast forward to today. After more than 30 years at the forefront of the industry, Savant Wealth Management continues to remain steadfast in our beliefs and sits on the same side of the table as the clients we are privileged to serve.