Savant Wealth Management Acquires Tennessee-Based APC Financial Planning
— Knoxville advisory firm joins fee-only RIA, expanding Savant’s national presence —
Key Facts
- Acquisition date: Dec. 31, 2025
- Acquired firm: APC Financial Planning, Knoxville, Tenn.
- APC assets under management: $497.8 million
- Offices: Savant now operates 47 offices in 21 states
ROCKFORD, Ill. (Jan. 7, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has acquired APC Financial Planning, a 50-year-old Knoxville, Tennessee-based independent advisory firm managing approximately $497.8 million in assets under management. APC officially joined Savant on Dec. 31, 2025. Hue Capital Partners, LLC served as exclusive sell-side advisor to APC in the transaction. Savant did not disclose financial terms.
Joe Ottaviano, CFP®, CKA®, CPA, president of APC Financial Planning who purchased the firm in 2021, joins Savant as a member-owner, along with Adam Kornegay, CFP®, CKA®, a financial advisor. Six additional team members have transitioned to Savant as employees.
“Joining Savant allows our team access to greater resources and operational support for our clients while preserving the personalized service we’ve built over decades,” Ottaviano said. “We were especially drawn to Savant’s planning-first philosophy, a concept our founder, P. Kemp Fain, Jr., helped pioneer.”
Ottaviano added that APC sought a long-term succession plan to ensure continuity for both clients and employees. “We wanted a partner that could provide expanded capabilities, including estate planning, trust services, and tax planning,” he said. “Savant was a strong fit for our team and clients.”
Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management, said the acquisition reflects the firm’s disciplined, relationship-driven growth strategy.
“APC Financial Planning represents a team dedicated to thoughtful, client-centered advice,” Brodeski said. “By bringing APC’s advisors into Savant, we can help relieve them of many operational and compliance responsibilities so they can focus even more fully on serving clients, something our firms have in common.”
With the addition of APC Financial Planning, Savant expands its national footprint to 47 offices across 21 states. Founded in 1986, Savant is celebrating its 40 years in business in 2026.
Frequently Asked Questions
Who did Savant Wealth Management acquire?
Savant Wealth Management acquired APC Financial Planning, a Knoxville, Tennessee-based registered investment adviser serving clients for more than 50 years.
When did the acquisition take effect?
The transaction closed on Dec. 31, 2025.
Will APC Financial Planning continue serving clients in Knoxville?
Yes. APC Financial Planning’s advisors and staff continue to serve clients from Knoxville as part of Savant Wealth Management.
What changes for APC Financial Planning clients?
Clients gain access to expanded resources, including integrated tax planning, estate planning support, trust services, and broader operational infrastructure, while continuing to work with their existing advisory team.
Why did APC Financial Planning choose Savant?
The firm sought a long-term succession solution that aligned with its fee-only, planning-first philosophy and offer additional stability and resources for clients and employees.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for nearly 40 years, with approximately $37.1 billion in assets under management and $1.3 billion in assets under advisement (as of Sept. 30, 2025). As a fiduciary advisor, Savant provides investment management, comprehensive financial planning, retirement plan services, and family office solutions to financially established individuals and institutions.
Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.