Among the first in the U.S. to be independently certified for ERISA 3(16) Plan Administrators Chicago, IL – Savant Capital Management, www.savantcapital.com, one of the nation’s largest independent registered investment advisory firms today announced it has received the Service Provider Certification for adhering to the Centre for Fiduciary Excellence (CEFEX) standard of excellence for Employee […]
Financial publication releases 2016 rankings of RIA firms Rockford, IL – Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, with offices in 11 locations in three states, has been recognized by Financial Planning magazine as a top 150 Registered Investment Advisor (RIA) firm. For the second year in a row, Savant has […]
REP. Magazine Releases Rankings of Top RIA Firms Rockford, IL (December 16, 2015)– Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, with offices in eleven locations in three states, announced today it has been recognized by REP. magazine as one of “The Top 100 Registered Investment Advisors (RIA) of 2015.” REP. magazine, […]
Acquisition brings continued expertise and experience from Bethesda-based firm McLean, VA (September 30, 2015) – Savant Capital Management, one of the nation’s largest independent registered investment advisory (RIA) firms headquartered in Rockford, IL, announced today the acquirement of The Corcoran Group (TCG), a Bethesda, MD based, RIA firm. What: Closing of The Corcoran Group (TCG) and official acquisition […]
ROCKFORD, IL – Savant Capital Management, a nationally recognized fee-only wealth management firm with 11 offices in three states, announced today it has been ranked fifth in the nation as a Top Wealth Magnet in Accounting Today magazine. This is the fourth time Savant has been recognized in this prominent trade magazine. Savant recently acquired Green, Plagge […]
Acquisition brings continued expertise and experience from Bethesda-based firm ROCKFORD, IL – Savant Capital Management, one of the nation’s largest independent registered investment advisory (RIA) firms headquartered in Rockford, IL, announced today plans to acquire The Corcoran Group (TCG), a Bethesda, MD based, RIA firm at the end of September. The Corcoran Group has primarily […]
Rockford, IL – Savant Capital Management, a nationally recognized fee-only wealth management firm with 11 offices in three states, is pleased to announce the addition of new team members and the recognition of designations achieved by current employees. New Additions Sarah McGinniss joined Savant in April as a financial advisor in Savant’s Madison, WI office. She […]
Premier Wealth Management Firm Continues Growth with Three New Team Members McLean, VA – Savant Capital Management, a nationally recognized fee-only wealth management firm is pleased to announce expansions to its team of financial advisors in its McLean office. Savant welcomes Wendy Weaver Moyers, David McCormick-Goodhart and Ashley Flanders, each bringing a wealth of expertise in […]
Savant’s repeated success in adding advisory firms to its core business, and growing those firms substantially, drove the creation of new paper. Latest acquisition will increase Savant Capital Management’s AUM to $4.45B and will continue to expand the independent advisor’s presence in the Chicagoland area. Having successfully acquired and transitioned three firms (Orion, GPS and […]
Acquisition Increases Savant’s Assets under Management to approximately $4.5B Acquisition is third one in less than a year and a half in the Chicago area With Orion addition, Savant’s AUM increases to over $600M in Chicago area and nearly $4.5B overall Orion’s clients will continue to receive outstanding financial care with the added benefit of […]
NAPFA Midwest is pleased to announce the appointment of five new Board members beginning September 1, 2015: Stephen Lukan – Advisor for John E. Sestina & Company in Columbus, OHBrady McArdle – Owner/ principal of Galecki Financial Management in Fort Wayne, INGrant Moore – Advisor for Savant Capital Management of Rockford, ILDennis Packard – Partner/Advisor […]
Peoria, IL –Savant Capital Management, a nationally recognized fee-only wealth management firm is pleased to announce the addition of Derek Kreps as a financial advisor in the Peoria office. In his new role, Kreps will be responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He will work with […]