News Room

Brent Brodeski, Savant’s CEO, was quoted in a CityWire article about the firm’s recent acquisition of tax and accounting services firm Raymond F. Book & Associates and its registered investment advisor firm Wealth Management Group.

Financial Advisor IQ published an article about Savant Wealth Management acquiring tax and accounting services firm Raymond F. Book & Associates and its registered investment advisor firm Wealth Management Group.

Savant CEO Brent Brodeski was quoted in an article about Savant Wealth Management’s latest acquisition of Raymond F. Book and its affiliated fee-only RIA.

Savant CEO Brent Brodeski discusses the company’s Relaxing Retirement Coach acquisition in a Financial Advisor IQ article.

Patrick Lawlor, Savant’s head of mergers and acquisitions, was quoted about Savant’s model for evaluating potential acquisitions in RIA Intel.

Savant CEO Brent Brodeski was quoted in a CityWire article about the company’s plans to acquire The Relaxing Retirement Coach.

Savant announced the upcoming acquisition of The Relaxing Retirement Coach, Inc., a fee-only, fiduciary RIA firm located in Wellesley, MA, with $483 million in assets under management (AUM) and six employees.

Savant is pleased to announce that RIA Intel, which provides news and commentary about the biggest and fastest growing RIA firms, named Savant’s Chief Investment Officer, Phil Huber, CFP®, CFA®, as its 2023 CIO of the year.

Savant ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets, announced June 6. The publication’s 17th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms.

Savant CEO Brent Brodeski was quoted about Savant joining forces with Domani Wealth in Financial Advisor magazine.

Citywire, an industry trade publication reported on Savant’s recent acquisition of Domani Wealth.

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.

Savant Wealth Management has acquired Chicago-based Basil Financial Group and Paragon Financial Advisors, a Columbia, S.C.-based fee-only RIA firm.

Savant CEO Brent Brodeski was quoted about Savant’s acquisition of Basil Financial Group and Paragon Financial Advisors in Financial Advisor, an industry trade publication.

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, […]