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May 5, 2026

Savant Wealth Management Adds California-Based Desmond Wealth Management

Savant announced its partnership with Desmond Wealth Management, a Walnut Creek, California-based firm with a long-standing focus on integrated wealth management and tax planning, as well as tax advisory for business clients.

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Featured

May 5, 2026

Savant Wealth Management Partners with North Ridge Wealth Advisors

Savant announced it has partnered with North Ridge Wealth Advisors, a Beaverton, Oregon based wealth management firm serving busy professionals with complex financial planning needs.

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Media Mention

June 10, 2021

Dave and Nancy Huber Recognized by Chicago Lighthouse

The Chicago Lighthouse honored financial advisor and Savant board member Dave Huber and his wife Nancy with the Beacon of Light Award.

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Media Mention

June 8, 2021

Kevin Hrdlicka Interviewed on the CCO Roundtable Podcast

Kevin Hrdlicka, COO of Savant and Michael Paley COO of Klingman & Associates provide some actionable suggestions for RIAs looking to scale their firms to the next level in Ep 30 of the COO Roundtable podcast.

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Media Mention

May 25, 2021

What to Do With Your 401(k) if You Get Laid Off

Financial advisor David McCormick-Goodhart was quoted in U.S. News and World Report about what to do with your 401(k) balance after a job loss.

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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