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.
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, […]
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.