News Room

Angie Stephenson, CFP®, CPA/PFS of Savant’s Lancaster, PA office, is named one of AdvisorHub’s “250 Advisors to Watch.”

Proud to share that DeLynn Zell, CFP®, has earned a spot on AdvisorHub’s 2025 “250 Advisors to Watch” list, recognizing her leadership and service.

We’re proud to share that Jakob Loescher, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” ranking.

We’re proud to announce Richard O’Donnell, CFP®, has been named to AdvisorHub’s 2025 “250 Advisors to Watch” list.

Laura Chiesman, CFP®, CDFA®, of Savant’s Satellite Beach, FL office, has been named one of AdvisorHub’s “250 Advisors to Watch.”

Danielle Dahn, CFP®, of Savant’s Naperville, IL office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Jack Phelps, senior managing partner at Savant’s Wellesley, MA office, earned national recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Tory Meiborg, senior managing partner at Savant’s Cedar Rapids, IA office, earned recognition as one of AdvisorHub’s “250 Advisors to Watch.”

Joel Cundick, CFP®, AIF®, of Savant’s Vienna, VA office, is named one of AdvisorHub’s 2025 “250 Advisors to Watch.”

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced that Brent Kalka, CFP®, AIF®, CPFA®, has joined the firm as a financial advisor and member-owner. Kalka brings $110.9 million in assets under management (AUM), and will be based in Savant’s Lincolnshire, IL, office.

For the third year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 19th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking.

Financial Advisor Patti Black was quoted in an article from TheStreet about the importance of finding purpose in retirement.

CityWire wrote an article about Savant acquiring Corrigan Financial, its first office in Rhode Island, which deepens its presence in New England.

In an interview with CityWire, Savant CEO Brent Brodeski discussed accelerating dealmaking activity and reorganizing Savant’s executive suite to support future growth. 

Savant was ranked in the top 10 among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory firms in the United States, and ranked in the top 15 overall.