News Room

Financial advisor Kevin Phillips was featured in “Giving is Good: How Charitable Contributions Can Minimize Tax Liability on RMDs” by RetireAHEAD. The article discusses how charitable contributions can minimize tax liability on required minimum distributions.

Savant Capital Management, an independent, nationally recognized, fee-only wealth management firm headquartered in Rockford, has been ranked by InvestmentNews as one of the Top 10 Registered Investment Adviser firms in the Midwest, based on total assets under management (AUM). Savant earned the No. 6 spot with a total AUM of $5.62 billion. InvestmentNews’ analysis was based […]

How might the new tax law impact your charitable donations? In “Tax Code Deductions” by 23 WIFR-TV, financial advisor Matthew Armstrong reviews how the increased standard deduction may impact your ability to itemize those donations.

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 that CEO Brent Brodeski has been named one of Chicago’s Notable Financial Advisers in 2018 by Crain’s Chicago Business. Brodeski joins a list of 40 honorees designated as […]

Brent Brodeski wrote the opinion piece, “Balancing on the founder-successor tightrope,” for Financial-Planning.com. He offers insight into frequent founder-successor gaps and how to overcome them.

How do you stay on budget during the holidays? In this interview with WIFR-TV, financial advisor Ryan Monette offers his thoughts on how to not overspend during the holidays.

Mary Lynch, a financial planner with Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm located in Madison and Park Falls, earned the Certified Trust and Financial Advisor™ (CTFA™) designation from the Cannon Financial Institute, and successfully completed the program with the Honor Graduate award, Cannon’s highest academic distinction. The CTFA™ designation is a […]

Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to recognize Diane Peters for earning the Financial Paraplanner Qualified Professional™ (FPQP™) designation and Eamon Verdone for earning the Chartered Alternative Investment Analyst (CAIA®) designation. Senior Marketing Specialist Diane Peters earned the FPQP™ designation from the College for Financial Planning. The designation is an […]

Brian Knabe, financial advisor with Savant Capital Management, was named one of the 2018 People You Should Know by the Rockford Chamber of Commerce.  Knabe was one of 20 people recognized during a special reception on Thursday, Nov. 1 at the Tebala Event Center. People You Should Know started in 2011, and the program has […]

Brent Brodeksi was featured in the article, “How Savant Got a Twofer in its Latest M&A Deal,” on Financial-Planning.com. The article discussed the benefits behind the acquisition of D3 Financial Counselors.

Financial advisor Allison Alexander was quoted in “12 Steps to Protect Your Finances When Leaving an Abusive Relationship.” The article identifies financial abuse and the financial steps a person can take when leaving an abusive relationship.

Savant Wealth Management, formerly known as Savant Capital Management, announced it has joined forces with Chicago-based D3 Financial Counselors, a $290 million RIA. D3 is Savant’s fourth Chicagoland merger since 2014.

As part of a panel for the Pershing RIA Symposium, Brent Brodeski spoke about the trek from starting a firm to growing and running them. ThinkAdvisor.com summarized the panel’s best practice recommendations in the article, “3 Rules to Move From Entrepreneur to Professional RIA.”

Savant Capital Management, an independent, nationally-recognized, fee-only wealth management firm, today announced it is combining two of its local offices and moving to a new office located in St. Charles. The move will bring together Savant Capital Management’s Geneva team and the Savant Tax & Consulting team currently based in St. Charles. The new office […]

Brent Brodeski wrote the opinion piece, “Looking for capital? 5 key sources for RIAs,” for Financial-Planning.com. He offers insight into the key resources that RIAs (Registered Investment Advisors) can use to raise outside capital.