News Room

Savant announced the upcoming acquisition of The Relaxing Retirement Coach, Inc., a fee-only, fiduciary RIA firm located in Wellesley, MA, with $483 million in assets under management (AUM) and six employees.

Savant is pleased to announce that RIA Intel, which provides news and commentary about the biggest and fastest growing RIA firms, named Savant’s Chief Investment Officer, Phil Huber, CFP®, CFA®, as its 2023 CIO of the year.

Savant ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets, announced June 6. The publication’s 17th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms.

Savant CEO Brent Brodeski was quoted about Savant joining forces with Domani Wealth in Financial Advisor magazine.

Citywire, an industry trade publication reported on Savant’s recent acquisition of Domani Wealth.

Savant has acquired Domani Wealth, an RIA firm focused on financial planning working with those approaching and in retirement. Domani is based in Lancaster, Pa. and has four offices throughout Central Pennsylvania.

Savant Wealth Management has acquired Chicago-based Basil Financial Group and Paragon Financial Advisors, a Columbia, S.C.-based fee-only RIA firm.

Savant CEO Brent Brodeski was quoted about Savant’s acquisition of Basil Financial Group and Paragon Financial Advisors in Financial Advisor, an industry trade publication.

Financial advisor Jake Loescher was named to Forbes’ list of “Best-in-State” Financial Advisors.” The list recognized financial advisors who demonstrate high levels of ethical standards, professionalism, and success in the business. According to Forbes, the advisors on its annual lists “have a track record of success over time.” Forbes’ rankings were compiled by SHOOK Research, […]

Brent Brodeski, CEO of Savant Wealth Management, shares insights on building a culture of growth, selecting the right partners, and staying true to core values on the Between Meetings podcast.

Anne Mank, Savant’s director of financial planning, wrote an article for TheStreet titled “Women and Wealth: Mind the Gap.”

Financial advisor Allison Alexander was profiled in Authority Magazine in an article about how to survive and thrive after a divorce.

An article about Savant joining forces with Capital Directions appeared in Advisor IQ, an industry trade publication.

CityWire RIA posted an article about Savant acquiring Atlanta-based Capital Directions.

Savant announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. In addition, Capital Directions offers a turnkey asset management platform (TAMP) to CPA firms.