Media Mention – Financial Advisor: Savant Expands In New York With Buy of Socha Financial 

Financial Advisor Magazine reported on Savant Wealth Management’s acquisition of Socha Financial Group, a Corning, New York-based RIA with approximately $542 million in assets under management. The deal marks Savant’s third New York office and brings the firm to 71 offices across 28 states.  

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm. 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 Accounting & Business Advisory.

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