News Room

Barron’s interviews Savant CEO Brent Brodeski on recent acquisitions, national expansion, and the firm’s long-term growth strategy.

InvestmentNews highlights Savant Wealth Management’s largest partnerships, including the $6B Exencial deal and Heller addition.

Citywire reports that Savant Wealth Management promoted CIO Zach Ivey to chief investment and advice officer role at Savant.

Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.

Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.

Savant financial advisor Danielle Moore appeared on Chicago Tonight on WTTW, discussing Middle East conflict and potential market impacts.

Financial Advisor IQ highlights Savant Wealth Management’s investment in building in-house AI to support its financial advisors.

Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.

InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.

Financial advisor Matt Witter says investors should assess concentrated stock holdings within a broader plan for goals, cash flow.

Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.

Patrick Lawlor, Savant’s head of M&A, highlights strong liquidity and new RIA buyers, while noting that market shifts could shape the next phase of record M&A activity.

Kevin Hrdlicka, Savant’s head of wealth, highlights the firm’s recent growth driven by service expansion and strategic partnerships in an article on FinancialPlanning.com.

Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.

Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.