Socha Financial Group, LLC, Joins Savant Wealth Management
— Partnership Expands Savant’s Presence in New York, Adding Resources for Clients and Advisors –
Key Facts at a Glance
- Partner firm: Socha Financial Group, LLC
- Headquarters: Corning, New York
- Founded: 1983
- Assets under management: Approximately $542 million
- Team size: Eight
- Leadership: Michelle Socha Vang, CFP®, EA, managing partner and COO; Jolie McCarthy, CFP®, EA, managing partner
- Client focus: Comprehensive financial planning, investment management, tax planning and preparation, with extensive experience serving employees and retirees in the Corning area.
ROCKFORD, Ill. (Sep. 1, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Socha Financial Group, LLC, an RIA in Corning, New York, with approximately $542 million in assets under management (AUM). The partnership closed Aug. 31, 2026. Savant did not disclose financial terms of the deal. FP Transitions served as the M&A consultant and valuation advisor to Socha Financial Group.
Founded in 1983 by Nancy Socha, Socha Financial Group built its reputation on a comprehensive approach to financial planning that includes investment management, financial and retirement planning, tax planning and preparation, and estate planning. The firm has developed long-standing relationships with individuals and families throughout the Corning region and is particularly well known for its specialized services to employees and retirees of Corning Incorporated. Michelle Socha Vang, CFP®, EA, managing partner and COO, and Jolie McCarthy, CFP®, EA, managing partner, join Savant as member-owners and employees. The rest of the team joins as Savant employees. CEO and Chief Investment Officer Michael Socha is joining as a member-owner of Savant but will not be an employee.
“Socha Financial Group has spent more than four decades building a legacy centered on comprehensive financial planning, with a goal of providing exceptional client service and strong community relationships,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “Socha’s commitment to helping clients navigate every aspect of their financial lives aligns closely with Savant’s planning-driven approach. We are especially impressed by the culture they have created and the longstanding client relationships they have supported over the years. We are thrilled to welcome the entire Socha team to Savant.”
Michelle Socha Vang said the partnership will allow the firm to continue its personalized service model while benefiting from Savant’s expanded capabilities and resources.
“Throughout our history, our focus has been on building meaningful relationships and helping clients make informed financial decisions through comprehensive planning,” she said. “As our firm has grown, we recognized the need for additional resources, technology, and specialized expertise to continue providing high-quality service to clients. Savant provides those resources while preserving the values and culture that have defined our firm for more than 40 years.”
Jolie McCarthy said the firms share a commitment to putting clients first and delivering advice grounded in integrity and long-term relationships.
“When evaluating potential partners, we looked for a firm that shared our philosophy and dedication to comprehensive financial planning,” she said. “Savant stood out because of its commitment to serving clients, its collaborative culture, and the breadth of services available to support families through every stage of life. We are excited about what this partnership means for our clients and our team.”
The partnership marks Savant’s third office in New York. With the addition of Socha Financial Group, Savant now has 71 offices across 28 states.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, nationally recognized, fee-only firm serving clients with approximately $56.5 billion in assets under management and $1.5 billion in assets under advisement as of Jun. 30, 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 adviser. 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 or 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.
Frequently Asked Questions About the Savant/Socha Financial Group Partnership
What is the relationship between Savant Wealth Management and Socha Financial Group?
Socha Financial Group has joined Savant Wealth Management as a long-term partner. The firms share a commitment to comprehensive financial planning, fiduciary advice, client service, and helping individuals and families pursue their financial goals.
Will the Corning, New York, office remain open?
Yes. The Corning office will remain open, and clients will continue to work with the advisors and support team with whom they have established relationships. The partnership is designed to enhance resources and capabilities while maintaining continuity for clients.
What additional services will clients gain access to through Savant?
Clients will gain access to Savant’s full suite of services, including investment management, comprehensive financial planning, retirement plan services, family office solutions, advanced estate planning and wealth transfer strategies, trust services, and tax planning and preparation through Savant Tax & Consulting.
What will stay the same for clients after the partnership?
Clients will continue working with the same advisors and support team from the same Corning office. Their dedicated relationships, client-first experience, and access to comprehensive financial planning are expected to remain unchanged. The partnership is intended to provide additional resources and specialized knowledge while preserving the firm’s culture and service model.