News Room

The DuPage Foundation announced the addition of Kevin Phillips of Savant Capital Management to their Board of Trustees. Established in 1986, the DuPage Foundation serves DuPage County by helping area residents and organizations realize their unique charitable goals, providing support to not-for-profits, and fostering key partnerships to address critical issues affecting DuPage County.

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA has been ranked by Barron’s in its list of Top 50 Registered Investment Advisory […]

Initiative empowers women to pursue their best financial future Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford will host an educational event through its Women’s Wealth Initiative, “The Gen X Jam,” at 6 p.m. on Wednesday, Sept. 25, at Prairie Street Brewhouse, 200 Prairie Street in Rockford.   The presentation will […]

From student discounts to FAFSA applications, financial advisor Daryl Dagit shares some tips for college students and parents in this interview with WMBD-TV (Peoria, IL).

Financial advisor Sarah McGinniss shares why parents should discuss financial expectations with their college-aged children and prioritize their own retirement savings in this interview with WKOW 27 (Madison, WI).

In honor of Legacy Month this August, Savant’s Director of Wealth Advisory Mike Cyrs wrote the opinion piece, “Estate planning: What will be your legacy?,” for JournalStandard.com.

Savant CEO Brent Brodeski wrote the opinion piece, “A retirement victory lap guide for RIA founders,” for Financial-Planning.com. He asks RIA founders to assess their own retirement plans. Is your succession plan all-or-nothing? There are other options.

Industry trade publications release national rankings of top RIA and CPA firms in 2019 Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; McLean, VA; and Madison and Park Falls, WI, […]

Are you the “saver” or the “spender” in your relationship? Financial advisor Daryl Dagit shares why it is critical for newlyweds to talk openly about their finances in this interview with WMBD-TV.

Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, today announced the appointment of Eric Meier as chief financial officer.  Meier brings to Savant more than 30 years of valuable experience in strategic, M&A, and finance-related leadership. Most recently, he served as CFO and managing director for an investment advisor, asset manager, and […]

Three key leaders from Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, recently spoke at the 2019 Chicago HR Summit. The annual event, which features leading global companies delivering solutions to current HR challenges and planning for organizations’ future development, took place on April 4 at the Westin Chicago, River […]

Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, with additional locations in Chicago, Downers Grove, Hoffman Estates, Naperville, St. Charles, and Wilmette, is pleased to announce the addition of several new employees.  J. Tyler Brazzil joined Savant as a financial planning and tax consultant in its St. Charles office. He is […]

Savant Capital Management, a nationally recognized, fee-only wealth management firm, is pleased to recognize Stephen Lorence for receiving the CERTIFIED FINANCIAL PLANNER™ certification and to announce it has added several new employees to its Rockford headquarters, including to its growing Retirement Plan Services Team, which is responsible for building and administering retirement plans for companies. Lorence is […]

Kevin Phillips was featured in the article, “6 Ways Happy Couples Talk About Money,” on GoBankingRates.com.. The article discusses how couples can navigate planning their financial future together. 

Brent Brodeski was the featured guest on the Financial Advisor Success podcast on Kitces.com. The podcast spoke about the challenges of buying out a retiring founder and funding future growth.