Daniel Holdridge Joins Savant Wealth Management
Savant Wealth Management (formerly Savant Capital Management) has welcomed Daniel Holdridge as a financial advisor in the firm’s Madison office. Holdridge joined Savant on Oct. 5.
As a financial advisor, Holdridge is a member of the firm’s Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He is a subject matter expert on health insurance planning for early, pre-Medicare retirees. In his new role, Holdridge will regularly meet with clients, advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Holdridge has been involved in the financial services industry since 2016, primarily focusing on providing personal financial planning and fiduciary investment advice to high net worth families and retirees, business owners, and medical professionals. Prior to joining Savant, he worked as a financial advisor for the wealth management affiliate of a top 25 public accounting firm in Green Bay, where he was the primary relationship manager for about 60 individuals, families and retirement plans. Holdridge earned a Bachelor of Business Administration in finance from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional.