Savant buys $1.8bn RIA in first deal since Kelso investment
Financial trade publication CityWIre RIA reports on our acquisition of Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to help achieve financial independence in retirement.
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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