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 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).
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.