Featured
June 2, 2026
Savant Wealth Management partners with Meridian Wealth Advisors, expanding its New Mexico presence and adding tax planning capabilities for clients.
June 2, 2026
June 2, 2026 News Room
June 2, 2026
Featured
May 5, 2026
Savant announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients.
Media Mention
April 27, 2026
CIOs at Citywire’s Nashville summit discuss why preparation beats prediction amid global instability, with Savant’s Zach Ivey sharing insights.
Media Mention
April 2, 2026
Barron’s interviews Savant CEO Brent Brodeski on recent acquisitions, national expansion, and the firm’s long-term growth strategy.
Media Mention
April 2, 2026
InvestmentNews highlights Savant Wealth Management’s largest partnerships, including the $6B Exencial deal and Heller addition.
Media Mention
March 27, 2026
Citywire reports that Savant Wealth Management promoted CIO Zach Ivey to chief investment and advice officer role at Savant.
Media Mention
March 26, 2026
Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.
Media Mention
March 25, 2026
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Media Mention
March 16, 2026
Savant financial advisor Danielle Moore appeared on Chicago Tonight on WTTW, discussing Middle East conflict and potential market impacts.
Media Mention
March 12, 2026
Financial Advisor IQ highlights Savant Wealth Management’s investment in building in-house AI to support its financial advisors.
Media Mention
March 5, 2026
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Media Mention
March 5, 2026
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Media Mention
February 19, 2026
Financial advisor Matt Witter says investors should assess concentrated stock holdings within a broader plan for goals, cash flow.
Media Mention
February 4, 2026
Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.
Media Mention
January 23, 2026
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.
Media Mention
January 13, 2026
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.
Media Mention
November 7, 2025
Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.