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March 31, 2026

Savant Wealth Management Partners with Exencial Wealth Advisors

Savant Wealth Management has partnered with Exencial Wealth Advisors, a national RIA with $6 billion in assets under management and headquarters in Oklahoma City, OK. The partnership marks Savant’s largest deal to date and expands the firm into several new states.

Featured

March 31, 2026

New York-Based Heller Wealth Management Joins Savant

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heller Wealth Management, a Melville, New York-based registered investment adviser with approximately $550 million in assets under management.

Media Mention

October 10, 2021

Don’t Overestimate Future Social Security Earnings

Financial Advisor Nicholas DeJong is quoted in the Chicago Tribune about estimating future Social Security payments.

Media Mention

October 7, 2021

Brent Brodeski’s Savant Sells Minority Stake to Private Equity Firm Kelso

WealthManagement.com interviewed Brent Brodeski, Savant’s CEO, about private equity firm Kelso & Company taking a minority stake in the firm.

Media Mention

October 7, 2021

PE Shop Kelso Takes Stake in $12bn Savant

Financial trade publication CityWIre RIA Magazine interviewed Savant's CEO Brent Brodeski about Kelso & Company’s strategic minority investment in Savant.

Press Release

October 7, 2021

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Savant Wealth Management announced it has received a strategic minority investment from Kelso & Company, a North American-focused middle-market private investment firm.

Media Mention

October 4, 2021

Local Financial Advisor Explains What Billion Dollar Loss Means for Rivian

Financial advisor Daryl Dagit was quoted throughout an article on Central Illinois Proud about Rivian and what the company’s losses may mean for shareholders.

Press Release

October 1, 2021

Savant Wealth Management, Advisor Jakob Loescher Receive Industry Honors

Savant and Financial Advisor/Team Lead Jakob C. Loescher have been recognized as leaders by Barron’s and Forbes, respectively.

Media Mention

September 26, 2021

Preparing for Uncertain Markets

Financial advisor Chris Ruedi wrote an article for the Bloomington, IL Pantagraph about how to prepare for uncertainty in the markets.

Press Release

September 24, 2021

AdvisoryHQ Names Savant Wealth Management to List of Top Chicago Advisors

Savant has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020-2021 by AdvisoryHQ.

Media Mention

September 19, 2021

Should You Work After Retirement?

Regional marketing specialist John Ruedi wrote an article for the Bloomington, IL Pantagraph about deciding whether to work after retirement.

Press Release

September 14, 2021

Savant and Absolute Engagement Explore the Death of “Retirement”

Savant and Absolute Engagement released a joint research report on the evolution of retirement in the United States called The Death of Retirement: New Thinking on the Next Chapter.

Media Mention

September 12, 2021

Building Generational Wealth: Part II

Financial advisor Kevin Kingston wrote a follow-up article that appeared in the Bloomington, IL Pantagraph about how to build generational wealth.

Media Mention

September 1, 2021

5 Key Questions to Ask Yourself About Financial Preparations for Retirement

Financial advisor Ryan Monette was quoted on investing in different types of accounts for retirement.

Press Release

August 31, 2021

Savant Advisor Awarded Five Star Wealth Manager Recognition for 10th Straight Year

Financial advisor Donald Duncan has been recognized as a 2021 Five Star Wealth Manager in Chicago by Five Star Professional.

Media Mention

August 24, 2021

Full Approval of Pfizer’s COVID-19 Vaccines Impacts Stock Markets

Financial advisor Jake Loescher was quoted by WREX in Rockford, IL about how full approval of the Pfizer vaccine affected markets.

Press Release

August 24, 2021

Savant’s Brand and Website Win American Advertising Awards from AAF Northern Illinois

Savant Wealth Management, in partnership with GrahamSpencer recently won two American Advertising Awards from the American Advertising Federation (AAF) Northern Illinois.

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