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Category: Press Room

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October 7, 2026
Savant Wealth Management media mention

Barron’s: Savant Wealth Management Ranks No. 21 on the 2026 Top 100 RIA Firms List

Barron’s named Savant Wealth Management No. 21 on its 2026 Top 100 RIA Firms list.

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October 2, 2026
Savant Wealth Management media mention

Growth, AI, and the Client Experience 

Savant CEO Brent Brodeski joins Asset TV to discuss growth, AI, and the evolving role of the trusted advisor in comprehensive wealth planning.

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October 1, 2026
Savant CEO Talks AI Investment and Employee Ownership on InvestmentNewsTV

Savant CEO Talks AI Investment and Employee Ownership on InvestmentNewsTV

Savant CEO Brent Brodeski talks AI investment and employee ownership with InvestmentNewsTV live from the Nasdaq.

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September 30, 2026
Cedarstone Advisors Partners with Savant Wealth Management

Cedarstone Advisors Partners with Savant Wealth Management

Savant Wealth Management partners with Cedarstone Advisors, expanding its California presence and financial planning resources for retirees.

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September 30, 2026
Savant Wealth Management, Press Release

Savant Wealth Management Launches The Real Return Podcast

Savant Wealth Management launches The Real Return, a monthly podcast exploring how financial decisions connect to life, retirement, family, and business.

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September 24, 2026
Savant Wealth Management media mention

Why Trump’s ‘Big Beautiful Bill’ May Shrink or Boost Your Charitable Tax Break for 2026

Ed Jastrem of Savant Wealth Management talks about 2026 charitable deduction changes and tax planning strategies with CNBC.

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September 15, 2026
Savant Accounting & Business Advisory Welcomes Summit CPA Group

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.

Partnerships/Industry
September 15, 2026
Savant Accounting and Business Advisory Name Change

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.

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September 15, 2026
Savant Acquisitions PBM

Professional Business Management, Inc. Joins Savant Accounting & Business Advisory 

Professional Business Management joins Savant Accounting & Business Advisory, expanding resources for healthcare practice owners.

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September 1, 2026
Savant Wealth Management media mention

Media Mention – Financial Advisor: Savant Expands In New York With Buy of Socha Financial 

Financial Advisor Magazine covers Savant’s acquisition of Socha Financial Group, a Corning, NY-based RIA with $542M in AUM.

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August 31, 2026
Socha Financial Group has joined Savant Wealth Management

Socha Financial Group, LLC, Joins Savant Wealth Management

Savant Wealth Management expands in New York through its partnership with Socha Financial Group, a Corning-based RIA with about $542M in AUM.

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August 26, 2026
Savant Wealth Management media mention

Melissa Orlando Earns Nomination for a 2026 Women Who Count Award 

The Accounting and Financial Women’s Alliance (AFWA) has nominated Melissa Orlando, head of Savant’s affiliate, Savant Accounting & Business Advisory, for a 2026 Women Who Count® Award.

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