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August 14, 2025

Microsoft Report Says AI Will Replace Advisors. Advisors Say, Not So Fast

Kevin Hrdlicka, head of wealth at Savant Wealth Management, shares insights in WealthManagement.com on how AI is accelerating innovation in financial advising.

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Featured

August 12, 2025

Savant Wealth Management Named to Inc. 5000 for Third Consecutive Year

Savant Wealth Management announced it ranked on the annual Inc. 5000 list of fastest-growing private companies in America for the third consecutive year. This year, Savant ranked at 2,907, moving up from its ranking of 3,871 in 2024 and 4,589 in 2023.

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Media Mention

May 12, 2021

2021 Tax Filing Deadline Approaches

Financial advisor Jeff Lewis was interviewed by WIFR about the approaching May 17 tax deadline.

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Media Mention

May 6, 2021

1 Out of 5 Millennials Believe They Will Never Retire

Financial advisor Sarah McGinniss was quoted in GOBankingRates.com about the importance of signing up for employer retirement plans.

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Press Release

May 2, 2021

Rob Morrison to Provide Insight about Client Experience and Business

Savant's Chief Strategy and Innovation Officer will be a panelist for RIA Insights Panels: Live Webinar Series discussing how client experience can be a true differentiator in business.

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Media Mention

April 28, 2021

How To Communicate With Your Team Effectively Even If You Are Rarely In The Same Physical Space

LaVonne Brown, Savant's chief marketing and communications officer was interviewed by Authority Magazine about how Team Savant adapted and evolved throughout the pandemic.

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Media Mention

April 20, 2021

Writing a Letter of Instruction to Your Executor

Financial advisor Kevin Kingston wrote the article, “Writing a Letter of Instruction to Your Executor” for The Pantagraph. The article reviews the key elements of a letter of instruction.

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Press Release

April 8, 2021

Savant Wealth Management Releases Evidence-Based Investing Learning Center

Savant developed a suite of multi-media education tools on the concept of Evidence-Based Investing (EBI) to help investors become more educated on the topic.

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Media Mention

April 8, 2021

Tax Deadline Swiftly Approaches, Financial Advisors Offer Tips

Financial advisor Jeff Lewis was interviewed by WIFR about what to do at tax time if you didn’t receive one of your stimulus checks.

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Media Mention

April 7, 2021

Liquid Alternatives Were Complex, Pricy, and Underperforming. That May be Changing.

Savant's chief investment officer Phil Huber was quoted in a recent article in MarketWatch about the increasing popularity of liquid-alternatives funds.

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Media Mention

April 5, 2021

Past Performance is not Indicative of Future Results

Financial advisor Chris Ruedi wrote the article, “Past Performance Is Not Indicative of Future Results” for The Pantagraph. The article discusses individual investor returns and how they rarely beat index returns.

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Media Mention

March 29, 2021

Weigh Pros, Cons Before Moving to Lower-Tax States

Nicholas De Jong was interviewed by the Chicago Tribune about what to consider before moving to another state because of lower taxes.

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Press Release

March 9, 2021

Savant Wealth Management Reaches $10 Billion Milestone

We are both humbled and proud to announce we reached a major milestone in 2021: $10 billion in assets under management (AUM).

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Media Mention

March 8, 2021

Economy Could Improve Rapidly as More Vaccines Become Available

Financial Advisor Kevin Kingston was interviewed by WJBC about how the economy may improve as more vaccines become available.

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Press Release

February 26, 2021

Adam Glassberg Serves as Financial Planning Advocate for Chicago’s Medical Professionals

Adam Glassberg is serving Chicago’s young medical professionals with the financial planning tools and techniques they need to help balance student loan debt repayment with short- and long-term savings goals.

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Press Release

February 26, 2021

Savant Advisor Ranked on Forbes’ Best-in-State Wealth Advisors List

We're proud to announce that Jakob Loescher has been named to the Forbes’ Best-in-State Wealth Advisors List.

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Media Mention

February 22, 2021

Charitable Gifting Strategies for 2021

Financial advisor Chris Ruedi wrote the article, “Charitable Gifting Strategies for 2021,” for The Pantagraph. The article discussed the different ways that donations can be made to provide tax benefits.

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