Savant has acquired Domani Wealth, an RIA firm focused on financial planning working with those approaching and in retirement. Domani is based in Lancaster, Pa. and has four offices throughout Central Pennsylvania.
Savant CEO Brent Brodeski was quoted about Savant’s acquisition of Basil Financial Group and Paragon Financial Advisors in Financial Advisor, an industry trade publication.
Financial advisor Jake Loescher was named to Forbes’ list of “Best-in-State” Financial Advisors.” The list recognized financial advisors who demonstrate high levels of ethical standards, professionalism, and success in the business. According to Forbes, the advisors on its annual lists “have a track record of success over time.” Forbes’ rankings were compiled by SHOOK Research, […]
Brent Brodeski, CEO of Savant Wealth Management, shares insights on building a culture of growth, selecting the right partners, and staying true to core values on the Between Meetings podcast.
Savant announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. In addition, Capital Directions offers a turnkey asset management platform (TAMP) to CPA firms.
CityWire RIA published an article about Myles Cavell joining Savant as director of new partner optimization, and Brad Felix joining as director of the Ideal Futures Platform.
Savant announced that Myles Cavell has joined the firm as director of new partner optimization, and that Brad Felix, CFA®, has joined as director of the Ideal Futures Platform.