News Room

Financial trade publication CityWIre RIA Magazine reports on our acquisition of Treybourne Wealth Planners.

Savant Wealth Management announced its plans to acquire Treybourne Wealth Planners, an Indiana-based registered investment advisory (RIA) firm. The partnership increases Savant’s Midwest footprint and marks the second definitive purchase agreement this summer.

Financial advisor Chris Ruedi wrote an article for the Bloomington Pantagraph about the risks of short-term trading.

Financial Advisor, a leading financial trade publication, has ranked Savant No. 43 in its 2021 RIA Ranking. This is the 13th consecutive year Savant has made the list.

Financial advisor Don Duncan was quoted in AARP about adding a few years to your life expectancy to account for longevity risk.

Financial advisor Kevin Kingston wrote an article for the Bloomington Pantagraph about financial custodians.

Tax and business services specialist Alex Strauss was interviewed on WREX about the child tax credit.

Financial advisor Jake Loescher was interviewed by WIFR about managing post-COVID finances.

Regional marketing specialist John Ruedi wrote an article for the Bloomington Pantagraph about selecting an assisted living community.

Financial Advisor Chris Ruedi wrote the article, “Using Margin for Short-Term Financing” for The Pantagraph.

Financial advisor Joel Cundick was quoted in MarketWatch about how to encourage teenagers to start giving money to charity.

Financial advisor Allison Alexander was quoted in Kiplinger Magazine about how to plan for disability insurance when you retire as a single person.

Financial advisor Kevin Kingston wrote the article, ”Understanding the 60-day Rollover Rule” for The Pantagraph.

Regional marketing specialist John Ruedi wrote the article, “What to Consider When Retiring Overseas” for The Pantagraph.

Savant has been recognized by InvestmentNews as one of the top fee-only Registered Investment Advisors (RIAs) in the nation and by Accounting Today as one of the nation’s leading Certified Public Accountant (CPA) firms by assets under management (AUM).