News Room

CEO Brent Brodeski appeared on the Lumiant Live podcast to discuss his vision for the industry and its move to demonstrating value around building ideal futures with a deep bench of specialists.

CEO Brent Brodeski was quoted in an article in Family Wealth Report about the rate of RIA mergers and acquisitions in a rising rate environment. Savant's most recent acquisition of World Trend Financial and Terry, Lockridge & Dunn was also mentioned.

Savant Wealth Management announced it has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar Rapids, IA, with offices in Iowa City, IA.

CEO Brent Brodeski was interviewed about Savant acquiring World Trend Financial and Terry Lockridge & Dunn. The article focuses on Savant’s five-year growth plan and its expanding Midwest presence.

Financial advisor Allison Alexander wrote an article for the Divorced Girl Smiling blog reflecting on her own experience. She also discusses prenuptial agreements.

Financial advisor Justin Smith was quoted extensively in a Yahoo! Money article about how to manage Social Security when you’re working longer.

Financial Advisor IQ, an industry trade publication, covered Savant’s recent acquisition of Virginia-based Alliant Wealth Advisors.

Financial Advisor magazine reported on Savant acquiring Alliant Wealth Advisors. The article focuses on Savant’s approach to growing its business and partnering with like-minded firms.

Phil Huber, Savant’s CIO, was interviewed by Barron’s about the value-versus-growth cycle in the markets and whether there is opportunity for investors over the next several years.

Savant has acquired Alliant Wealth Advisors, a Manassas, Virginia-based RIA firm. The acquisition, is Savant’s first acquisition of 2022 and 12th in the firm’s history.

Savant Wealth Management congratulates financial advisors Drake Grindle and Jeff Lewis for being named to the Rockford Chamber of Commerce’s 40 Under Forty for 2022.

RIA Channel published a video and a summary of an interview with CEO Brent Brodeski about Savant’s strategic approach to growth, partnerships, and building an elite wealth management practice.

CityWire RIA, an industry-trade publication, interviewed Brent Brodeski about Savant’s $3 million investment in Lumiant.

In a wide-ranging interview, CEO Brent Brodeski shares his vision for Savant’s future with Real Assets Advisor editor Mike Consol.

This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Brent Brodeski.