Savant Adds Kentucky RIA in Third Deal of 2024

Brent Brodeski, Savant’s CEO, was quoted in CityWire.com about acquiring Sortino Advisory Partners. Brodeski said the firm can help clients navigate issues like the financial strain of caring for elderly parents, the need for personalized solutions, and the emotional toll caregivers undergo as they support aging family members.

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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