Press Room

Patrick Lawlor has joined Savant Wealth Management as Head of Mergers and Acquisitions.

Savant Wealth Management recently received recognition from InvestmentNews, a leading source of essential news for financial advisors, and Forbes, a global financial news resource.

Savant CEO Brent Brodeski was featured on the Balanced Advisor Podcast where he discussed the problem of scaling without excellence and practicing excellence without scaling.

Savant CEO Brent Brodeski discusses Savant Wealth Management’s growth strategy and its objective to extend advice to millions of new investors.

Savant Wealth Management has acquired Baril Advisors LLC, a financial planning and investment advisory services firm based in Buffalo Grove, IL. With approximately $99 million in assets under management and two employees.

Savant Wealth Management has acquired SFG Investment Advisors, a boutique RIA firm specializing in working with senior-level executives at publicly traded companies. Based in Doylestown, PA, SFG Wealth Planning has six employees and approximately $286 million in assets under management (as of 10/24/22).

Savant received numerous industry recognitions in 2022, based on various quantitative and qualitative criteria, including assets under management, growth, client retention, and more.

CEO Brent Brodeski appeared on the Lumiant Live podcast to discuss his vision for the industry and its move to demonstrating value around building ideal futures with a deep bench of specialists.

CEO Brent Brodeski was quoted in an article in Family Wealth Report about the rate of RIA mergers and acquisitions in a rising rate environment. Savant's most recent acquisition of World Trend Financial and Terry, Lockridge & Dunn was also mentioned.

Savant Wealth Management announced it has acquired World Trend Financial and Terry Lockridge & Dunn, both located in Cedar Rapids, IA, with offices in Iowa City, IA.

CEO Brent Brodeski was interviewed about Savant acquiring World Trend Financial and Terry Lockridge & Dunn. The article focuses on Savant’s five-year growth plan and its expanding Midwest presence.

Financial advisor Allison Alexander wrote an article for the Divorced Girl Smiling blog reflecting on her own experience. She also discusses prenuptial agreements.

Financial advisor Justin Smith was quoted extensively in a Yahoo! Money article about how to manage Social Security when you’re working longer.

Chris Walters, Savant’s chief advisory officer, and Casey Christianson, a Savant advisor, are featured in an Advisor IQ article about the benefits of growing advisory talent.

Financial Advisor IQ, an industry trade publication, covered Savant’s recent acquisition of Virginia-based Alliant Wealth Advisors.