Savant Wealth Management Names C. Zach Ivey Chief Investment and Advice Officer
— New Executive Role Designed to Strengthen Delivery of Integrated Wealth Advice —
Key Facts at a Glance
· Appointment: C. Zach Ivey, CFP®, CFA® promoted to chief investment and advice officer
· Effective date: April 1, 2026
· Reports to: Kevin Hrdlicka, CFP®, CFA®, Head of Wealth
· Ivey’s Previous role: Chief Investment Officer at Savant
· Scope of new role: Financial planning, investment management, tax planning, risk management, wealth transfer, and other specialized advice services
ROCKFORD, Ill. (Mar. 24, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced today that Zach Ivey has been promoted to chief investment and advice officer, a newly created executive role designed to strengthen how the firm delivers integrated, client-centered wealth advice across the organization.
Ivey has served as Savant’s chief investment officer since Jan. 2025 and was previously a financial advisor. Savant conducted a nine-month national search before naming Ivey to the position. In his new expanded role, he will oversee the firm’s wealth advice strategy, aligning advice design with execution and ensuring consistency across regions, offices, and client segments.
“Zach brings a rare combination of strategic thinking and practical experience in how advice is delivered day to day,” said Kevin Hrdlicka, head of wealth at Savant. “He understands our clients, our advisors, and our culture, and he has a clear vision for how we continue to deliver high-quality, integrated advice as we grow.”
The chief investment and advice officer role brings together Savant’s core advice disciplines, including financial planning, investment management, tax planning, risk management, wealth transfer, and other specialized services. While continuing to lead the investment team, the new role focuses on helping improve coordination across advice teams, enhancing the client and advisor experience, and ensuring Savant’s advice platform scales efficiently without sacrificing quality.
Ivey will work closely with Savant’s executive leadership team, advice specialists, and advisors to drive innovation in service delivery, improve consistency, and support advisors with the tools, platforms, and resources they need to serve clients effectively.
“Our clients don’t experience Savant in silos, and our advice shouldn’t operate that way either,” Ivey said. “This role is about helping make sure our advice feels seamless, intentional, and aligned, while giving advisors the support they need to do their best work. I’m excited to help move that forward.”
Hrdlicka said Ivey’s promotion reflects Savant’s commitment to developing leaders from within. “Growing our own leaders strengthens continuity and preserves the standards that define how we serve clients,” he said. “Zach has earned the trust of advisors and colleagues across the firm, and we believe he’s the right person to lead this next phase of our advice evolution.”
Frequently Asked Questions About Zach Ivey’s Appointment
Why did Savant create the chief investment and advice officer role?
The role was created to further integrate Savant’s wealth advice disciplines with the goal of ensuring clients experience a consistent, high-quality approach across all offices and teams. It also supports advisors by improving coordination, tools, and execution across advice functions.
What will Zach Ivey be responsible for in this role?
As chief investment and advice officer, Ivey will continue to lead the investment team while overseeing Savant’s wealth advice strategy, including financial planning, investment management, tax planning, risk management, wealth transfer, and other specialized services. His focus will be aligning strategy with execution and improving consistency and scalability firmwide.
How does this change affect clients?
Clients will continue working with their current advisors. The new role is designed to help strengthen the behind-the-scenes coordination of advice teams and services, supporting a more seamless and integrated client experience.
How does this appointment support Savant’s long-term growth?
By centralizing advice leadership, Savant can scale more effectively while maintaining quality and consistency. The role also helps enhance Savant’s ability to support advisors, attract talent, and integrate future growth initiatives.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients with approximately $42.3 billion in assets under management and $1.7 billion in assets under advisement (as of Feb. 28, 2026). 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.