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June 30, 2021

Savant Continues to Earn Recognition for Financial Planning Services

Savant has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).

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June 29, 2021

Savant Wealth Management to Acquire Michigan-Based AMDG Financial and AMDG Business Advisory Services

Savant has entered into an agreement to acquire Michigan-based AMDG Financial and AMDG Business Advisory Services. This acquisition will expand Savant's national footprint and mark its formal entry into the Michigan market.

Media Mention

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July 21, 2021

Using Margin for Short-Term Financing

Financial Advisor Chris Ruedi wrote the article, “Using Margin for Short-Term Financing” for The Pantagraph.

Media Mention

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July 13, 2021

Planning for Retirement as a Single Person

Financial advisor Allison Alexander was quoted in Kiplinger Magazine about how to plan for disability insurance when you retire as a single person.

Media Mention

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July 11, 2021

Understanding the 60-Day Rollover Rule

Financial advisor Kevin Kingston wrote the article, ”Understanding the 60-day Rollover Rule” for The Pantagraph.

Media Mention

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July 4, 2021

What to Consider When Retiring Overseas

Regional marketing specialist John Ruedi wrote the article, “What to Consider When Retiring Overseas” for The Pantagraph.

Media Mention

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June 29, 2021

Savant Expands into Michigan with $250m RIA Buy

Financial trade publication CityWIre RIA Magazine reports on our acquisition of AMDG Financial and AMDG Business Advisory Services.

Media Mention

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June 27, 2021

One Financial Advisor May Be Enough

Financial advisor Chris Ruedi wrote the article, “One Financial Advisor May Be Enough” for The Pantagraph.

Press Release

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June 17, 2021

Allison Alexander Named Among 2021 People You Should Know

Allison Alexander, financial advisor with Savant Wealth Management, has been named one of the 2021 People You Should Know by the Rockford Chamber of Commerce.

Media Mention

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June 16, 2021

Six Financial Tips for Newlyweds

Financial advisor Daryl Dagit wrote the article, “Six Financial Tips for Newlyweds” for Peoria Magazine. The article outlines six suggestions for young couples who are creating the foundation for their financial life.

Media Mention

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June 14, 2021

Should I roll over my 401(k) when I move to a new job?

Financial advisor Joel Cundick was quoted in a MarketWatch article about what to do once the money has been moved over after a 401(k) rollover.

Media Mention

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June 11, 2021

10 Financial To-Dos Before Going on a Trip

Financial advisor David McCormick-Goodhart suggests setting up automatic payments for bills in an article about financial to-dos before leaving on a trip, which appeared in GOBankingRates.com.

Media Mention

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June 10, 2021

Dave and Nancy Huber Recognized by Chicago Lighthouse

The Chicago Lighthouse honored financial advisor and Savant board member Dave Huber and his wife Nancy with the Beacon of Light Award.

Media Mention

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June 8, 2021

Kevin Hrdlicka Interviewed on the CCO Roundtable Podcast

Kevin Hrdlicka, COO of Savant and Michael Paley COO of Klingman & Associates provide some actionable suggestions for RIAs looking to scale their firms to the next level in Ep 30 of the COO Roundtable podcast.

Media Mention

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June 4, 2021

Risks and Contingencies

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss planning for risk and life's contingencies.

Media Mention

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May 25, 2021

Managing Risk

On The Voice of Santa Fe, host Richard Eeds and financial advisor Don Duncan discuss assessing and managing risks in relation to your goals.

Media Mention

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May 25, 2021

What to Do With Your 401(k) if You Get Laid Off

Financial advisor David McCormick-Goodhart was quoted in U.S. News and World Report about what to do with your 401(k) balance after a job loss.