News Room

Savant Capital Management, an independent, nationally-recognized fee-only wealth management firm, is pleased to announce it has added a team of new employees to its headquarters located in Rockford. The firm employs more than 150 team members throughout the Midwest and Washington, D.C. area, with 103 working from its Rockford headquarters.    Ronda Barkley joined Savant as a […]

Program to empower more women to pursue their best financial future Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, today announced the launch of its new Women’s Wealth Initiative, an inclusive program developed to empower more women toward achieving their life and financial goals. The program will kick off with the […]

Savant CEO Brent Brodeski, an RIA buyer, says he is “not overly concerned” by the divergence in reported deals in RIA deal reporting is opaque and confusing. What gives? by Financial-Planning.com.

Brent Brodeski offered his thoughts on the impact of the public trade deal of Focus Financial IPO in the article, “RIA milestone: Focus stock begins public trading,” on Financial-Planning.com.

Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, is pleased to announce the addition Amber Christopher, Victoria Harrell, and Amy Pengidore to its McLean, Virginia, office.    Amber Christopher and Victoria Harrell joined Savant as client services representatives and are members of the Concierge Team. They are responsible for working closely with clients, their advisors, and financial custodians […]

Industry trade publications release national rankings of top RIA and CPA firms in 2018 Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI, has been recognized by Financial Advisor, Financial Times, […]

Daryl Dagit was quoted in the CNBC article, “New Job? How to Become a Retirement Plan Rollover Champ.” He talked about when to leave funds in a former employer’s plan and when an in-plan Roth conversion makes the best sense.

Joel Cundick was featured in “How to Finance a Home Improvement Project” by ConsumerReports.com. He talked about various financing options to consider when your savings won’t go far enough to cover the cost of the project.

In “8 Steps to Retire a Millionaire” featured on Bankrate.com, financial advisor Greg De Jong provides tips on how to let compound interest work for you when trying to achieve millionaire status in retirement.

A 2018 study by the American Psychiatric Association found women are more anxious about paying their bills than men. Financial advisor Allison Alexander reviews the findings and offers tips to help reduce financial stress in this interview with WREX-TV.

Savant Capital Management is hosting the Ideal Perspectives event, “Using Genealogy to Reconstruct a Life: Chasing Uncle William through the Wilds of Cyberspace,” on Thursday, June 14, at 6:30 p.m. at NIU Rockford, 8500 E. State Street. The event features keynote speaker Annette Burke Lyttle, a professional genealogical researcher, who will help attendees discover how to uncover their […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Financial Advisor Richard Brown to its Geneva team.    Brown recently joined Savant and is a member of the firm’s Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Brown regularly meets with clients, advisors, portfolio managers, […]

James Kyle was quoted in the article, “Retiring Soon? Here’s How to Handle Your Collectibles,” by The Wall Street Journal. The article outlined some of the key factors that retirees should consider when it comes to investing in a collection. The article also was featured on WSJ.com and Fidelity.com.

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, is pleased to recognize Financial Advisor Matthew Armstrong for earning the Accredited Investment Fiduciary® (AIF®) professional designation. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Through fi360’s AIF Training […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm located in Wilmette, is pleased to recognize Financial Advisor Steve Cummings for earning the Chartered Financial Consultant® (ChFC®) professional designation.  The ChFC® designation is granted by The American College of Financial Services and represents the completion of a comprehensive curriculum covering extensive education and application training in all […]