Savant Wealth Management

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Media Mention
April 2, 2026
by: Savant
Savant - Wise Counsel

Media Mention – InvestmentNews Exencial and Heller Partnerships 

InvestmentNews Covers Savant Wealth Management’s Largest Partnerships to Date 

InvestmentNews highlighted Savant Wealth Management’s largest partnerships to date, noting the firm’s $6 billion partnership with Exencial Wealth Advisors alongside the addition of Heller Wealth Management. The article describes the combined transactions as Savant’s largest deal activity to date and outlines how the partnerships expand the firm’s national footprint, planning capabilities, and longterm growth strategy. 

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About Savant Wealth Management

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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Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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