Employee-owned and led Savant Wealth Management named Jon W. Zindel, CFA®, as its Chief Financial Officer (CFO), effective Feb. 1. Zindel, with more than 30 years in the industry, previously served as partner, CFO and executive committee member at Chicago’s William Blair.
Savant Wealth Management has been recognized by InvestmentNews as one of the top 50 fee-only Registered Investment Advisors (RIAs) in the nation. This is the thirteenth time Savant has been recognized by the financial trade publication.
Financial advisor Kevin Kingston explains that "Without a plan, your financial affairs may be in disarray with court appointed decision makers instead of someone you choose, unnecessary time and expenses incurred and your objectives unfulfilled."
Savant Wealth Management (formerly Savant Capital Management), today unveiled its “Wise Counsel” rebrand that includes a new company logo, color palette, website, name change, and tagline.
Considering an early retirement because of the pandemic? Financial advisor Jeff Lewis was recently featured in this story by Huffpost.com that outlines seven things to consider if you're thinking about retiring sooner than planned.
Savant announced today that CEO and Financial Advisor Brent Brodeski and Financial Advisor Jakob Loescher have been named to Forbes’ 2019 list of Best-in-State Wealth Advisors.