Savant Wealth Management Appoints Zach Ivey to Chief Investment Officer Position
Ivey Brings Over 20 Years of Experience as Investment Strategist, Advisor
ROCKFORD, Ill. (Jan. 7, 2025) – Savant Wealth Management, a fee-only registered investment adviser (RIA) majority-owned by its employees, named Zach Ivey, CFA®, CFP®, as its chief investment officer (CIO), effective Jan. 1. Ivey, who joined Savant in 2023 as part of the firm’s acquisition of Birmingham, AL-based Bridgeworth Wealth Management, previously held the role of chief investment strategist, and is a member-owner in Savant.
Ivey was an advisor and served as chief investment strategist for Bridgeworth from 2012 until it was acquired. Before Bridgeworth, he was a director of planning for a national planning firm and an advisor, working with a wide range of clients, including physicians, corporate executives, and retirees with complex issues.
“Having always had clients has helped me stay grounded,” said Ivey. “When you love investing as I do, it can be easy to get caught up in the excitement of designing portfolios or researching investment ideas, but attaching a person to the portfolio is where the real magic happens. We believe clients’ portfolios should align with their values, goals, and temperament. Savant’s value comes in our collective wisdom and experience, helping clients navigate their financial lives,” he added.
“We’ve been called a ‘planning-first’ firm, and having an experienced CIO with an advisory background allows us to offer a unique point of view,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, Savant’s CEO. “We’re thrilled to have Zach lead our investment team and look forward to having him share his perspective with clients.”
Ivey holds a Bachelor of Business Administration from Mississippi State University and an MBA from the University of Alabama. He is a member of the Chartered Financial Analyst Society of Alabama and the Financial Planning Association.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $28.6 billion in assets under management and $1.2 billion in assets under advisement (as of 9/30/2024). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
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