Cedarstone Advisors Partners with Savant Wealth Management
— Thousand Oaks, Calif. Firm Expands Savant’s Growing Presence in the Golden State –
Key Facts at a Glance
- Partner firm: Cedarstone Advisors
- Headquarters: Thousand Oaks, California
- Founded: 2014
- Assets under management: Approximately $213 million
- Team size: Three
- Leadership: Steve Coker, CFP®, president
- Client focus: Comprehensive financial planning for retirees
ROCKFORD, Ill. (Oct. 1, 2026) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Cedarstone Advisors, an RIA with approximately $213 million in assets under management. The partnership closed Sept. 30, 2026. FP Transitions helped facilitate the partnership. Savant did not disclose financial terms of the deal.
Based in Thousand Oaks, California, Cedarstone Advisors has helped build a reputation for comprehensive financial planning, personalized service, and long-term client relationships. Cedarstone serves retirees and families throughout Southern California. Steve Coker, CFP®, president, joins Savant as a member-owner, and Carole Meitler, CPA, senior financial advisor, and Walter Cifuentes, operations manager, join as employees. All three team members will continue serving clients from the Thousand Oaks office.
“Steve Coker and his team have a history of building and maintaining strong client relationships, as well as a commitment to comprehensive financial planning,” said Brent Brodeski, CFP®, CPA, CFA®, MBA, founder and CEO of Savant Wealth Management. “Their specialization of serving retirees aligns well with Savant’s desire to find firms with focused practices. Just as important, they have fostered a culture that values relationships, continuous improvement, and personalized service.”
Steve Coker said his team welcomes the opportunity to stay focused on the client experience, including being able to offer expanded resources through the Savant partnership.
“When I founded Cedarstone, the goal was to create a firm that truly listens to clients and helps them make informed decisions through comprehensive financial planning,” he said. “As we looked toward the future, it became clear that partnering with a larger organization would allow us to spend more time focused on clients and less time building and managing infrastructure.”
The partnership marks Savant’s fifth office in California. With the addition of Cedarstone Advisors, Savant now has nearly 75 offices across 28 states.
About Savant Wealth Management
Celebrating its 40th year, Savant Wealth Management is an independent, national, fee-only firm serving clients with approximately $56.6 billion in assets under management and $2.2 billion in assets under advisement as of Sep. 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/Cedarstone Advisors Partnership
Why did Cedarstone Advisors choose to partner with Savant Wealth Management?
Cedarstone Advisors sought a partner that would allow the firm to spend more time focused on clients while benefiting from an established infrastructure and expanded resources. The firm found alignment with Savant’s client-centered approach, comprehensive planning philosophy, and commitment to delivering a high level of service.
What additional resources will Cedarstone clients gain access to through Savant?
Through the partnership, Cedarstone clients will gain access to Savant’s comprehensive wealth management capabilities, including investment management, comprehensive financial planning, tax planning, estate planning, retirement plan services, family office solutions, and accounting and tax services through Savant Accounting and Business Advisory.
Who are Cedarstone Advisors’ typical clients?
Cedarstone Advisors primarily serves retirees, families, and employees and retirees of Southern California Edison. The firm’s planning-first approach focuses on helping clients navigate retirement, wealth management, and other financial decisions at every stage of life.
Will the Thousand Oaks office remain open?
Yes. The Thousand Oaks office will remain open, and clients will continue working with the same team they work with now. The partnership is designed to help enhance resources and capabilities while maintaining continuity for clients and preserving Cedarstone’s personalized approach to serving clients.