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June 18, 2024
by: Savant
Savant - Wise Counsel

2024 Advisors to Watch: Resilience is the Key to Success

AdvisorHub individually recognized four Savant financial advisors in its 1,000 Advisors to Watch 2024 rankings. Dennis Covington, CFP® (Atlanta, GA), Danielle Dahn, CFP®, MBA (Naperville, IL), Jack Phelps (Wellesley, MA), and DeLynn Zell, CFP® (Birmingham, AL) were listed among the top 200 RIAs in the country. The ranking, released on June 18, recognizes advisors who have achieved growth because of efficient and productive teams that have maintained healthy growth without compromising their level of client service.

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AdvisorHub 1,000 Advisors to Watch: This annual ranking published in June 2024 includes advisors who have at least seven years of experience, $150 million in AUM, and a clean regulatory record. Advisors were ranked on the size and make-up of their practice; year-over-year growth; and professionalism. Savant did not pay a fee to be included in this ranking.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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