News Room

InvestmentNews wrote an article about Savant’s recent acquisition of Parkworth Wealth Management, which specializes in serving Silicon Valley tech professionals.

CityWire RIA reported on Savant Wealth Management’s acquisition of Parkworth Wealth Management, a Silicon Valley firm.

Savant Wealth Management earned the #24 spot in Financial Advisor Magazine’s 2025 RIA Ranking. CEO Brent Brodeski shared insights on how AI is poised to transform the financial services industry.

Savant Wealth Management announced that nine of its advisors earned national recognition from AdvisorHub in its 250 Advisors to Watch 2025 RIA 2025 ranking.

Angie Stephenson, CFP®, CPA/PFS of Savant’s Lancaster, PA office, is named one of AdvisorHub’s “250 Advisors to Watch.”

Proud to share that DeLynn Zell, CFP®, has earned a spot on AdvisorHub’s 2025 “250 Advisors to Watch” list, recognizing her leadership and service.

We’re proud to share that Jakob Loescher, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” ranking.

We’re proud to announce Richard O’Donnell, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” list.

Laura Chiesman, CFP®, CDFA®, of Savant’s Satellite Beach, FL office, has been named one of AdvisorHub’s “250 Advisors to Watch.”

Danielle Dahn, CFP®, of Savant’s Naperville, IL office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Jack Phelps, senior managing partner at Savant’s Wellesley, MA office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Tory Meiborg, senior managing partner at Savant’s Cedar Rapids, IA office, earned recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Joel Cundick, CFP®, AIF®, of Savant’s Vienna, VA office, is named one of AdvisorHub’s 2025 “250 Advisors to Watch.”

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that Brent Kalka, CFP®, AIF®, CPFA®, has joined the firm as a financial advisor and member-owner. Kalka brings $110.9 million in assets under management (AUM), and will be based in Savant’s Lincolnshire, IL, office.

For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.