News Room

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.

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that Financial Planner Sobhi Baghdadi and Senior Investment Research Analyst Eamon Verdone earned the CERTIFIED FINANCIAL PLANNER™ professional certification. The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks […]

Adam Glassberg was featured in the article, “5 Things That Waste Money You Should Warn Your Kids About,” on HuffPost.com. The article highlights some of the financial pitfalls that young adults can face.

Financial advisor Daryl Dagit provided last minute tax tips, including important tax dates, how the new tax law has affected tax return amounts, and what to do with a refund. He originally was a guest on the WMBD-TV and WYZZ-TV morning shows, and the story was shared on CIProud.com.  

Financial advisor Cal Brown was featured in “ProfNet Experts Available on Tax and Estate Planning in 2019, Preparing for the Next Recession, More.” The article promoted key industry professionals that can discuss timely issues with journalists and reporters across the United States.

Savant was featured in the article, “RIA Buyers Challenge Private Equity for Deal Dominance,” on Financial-Planning.com. The article discussed the growing trend of owner-controlled, strategic RIA buyers making a place in the RIA market. The story also was shared on TheMiddleMarket.com.

Sarah McGinniss was a featured guest on Wake Up Wisconsin, the WKOW-TV weekday morning show. Sarah provided tax tips for those last minute filers.

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, announced today that eight additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-members include Allison Alexander, Michelle Angileri, Jacob Davenport, Scott Demler, Gabe Gonzalez, Sarah McGinniss, Tony Spangenberg, and Lora Stevens McKee. “We are […]

Daryl Dagit spoke with WMBD-TV and WYZZ-TV about what you can do with your tax refund.

In “Budgeting in the New Year,” financial advisor Allison Alexander offers her thoughts on how to start your 2019 budget on track.