Savant Wealth Acquires $376m Delaware RIA and Tax Shop in Double-Buy

Brent Brodeski, Savant’s CEO, was quoted in a CityWire article about the firm’s recent acquisition of tax and accounting services firm Raymond F. Book & Associates and its registered investment advisor firm Wealth Management Group.

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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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