Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management.
Kevin Hrdlicka, head of wealth at Savant Wealth Management, shares insights in WealthManagement.com on how AI is accelerating innovation in financial advising.
Northern Illinois University College of Business honors Savant CEO Brent Brodeski, CEO of Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, has been recognized by the Northern Illinois University College of Business as its 2018 Distinguished Alumnus. The award was presented to Brodeski at the College of Business Annual Alumni Luncheon […]
In this rapid-fire round of questions and answers with Financial Planning, Savant CEO Brent Brodeski discusses the biggest mistakes buyers and sellers make, what could derail the red-hot M&A market for RIAs and why O’Hare International Airport is so important to Savant’s strategy.
Jakob Loescher and Grant Moore of Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, are among some of the Rock River Valley’s next generation of community and business leaders. Savant is proud to announce that Jakob Loescher has been named president of the Severson Dells board of directors and Grant Moore has been featured by TD Ameritrade in […]
Jake Loescher offered his thoughts in the article, “Much Ado About Nothing Saved for Retirement? Why Social Security Alone May Be Enough,” on FiduciaryNews.com. The article examined the strategies and pitfalls of retirees living on social security alone.
Joel Cundick was featured in the article, “Get ready for the most competitive spring home buying season since the Great Recession on MarketWatch.com. The article provided important steps that buyers should take when buying a home.
Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, IL, with 12 offices in three states, including Madison and Park Falls, WI, has been named one of the Top 10 Best Financial Advisors & Wealth Management Firms in Wisconsin. The selection process, conducted by Advisory HQ, was based on a wide range of […]
Libby Muldowney spoke about investing in the stock market in retirement in the article, “Retirement Planning Mistakes You’ll Regret Forever,” on Kiplinger.com. The article also was featured on Nasdaq.com.
Savant was chosen as one of the top 50 best places to work based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
CEO Brent Brodeski wrote an op-ed article for FinancialPlanning.com pointing out that: “Far too many financial advisors naively think that their largest asset (their business) has a lot of value and will someday provide them and their family, a big payday. But year after year, they underinvest in people, process, technology, marketing, and branding. In a sense, […]
Ryan Monette of Savant Capital Management, a nationally-recognized fee-only wealth management firm, was recently named president of the Stateline Chamber of Commerce board of directors, which serves businesses and organizations in Rockton, Roscoe, and South Beloit, Illinois. He serves as a member of the executive committee, a volunteer group of board officers that take on a larger role […]
Brent Brodeski was featured in the article, “Behind the M&A Buying Spree,” on Financial-Planning.com. The article discussed the factors that are keeping the M&A market going strong.
Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, has added Financial Planning and Tax Specialist Ryan Sneed to its team. Sneed joined Savant in January and is a member of the firm’s Planning Team. He works closely with the Advisory Team and is responsible for preparing financial plans and developing tax strategies for Savant’s clients. […]
Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, is pleased to announce the addition of several new team members to its Rockford office and to recognize the achievements of current employees. Additions to Team: Drake Grindle joined Savant in December as an associate in the firm’s Accelerated Career Development Program. This advisor training program allows employees […]
Ambari Prakash Pinto spoke with FairyGodBoss.com for the article, “6 Signs You Have an Unhealthy Relationship with Money.” The article listed some of the signs of an unhealthy financial plan and the steps that can be taken to improve it.
Grant Moore wrote the article, “Get Your Finances in Shape in 2018,” for the Rockford Register Star. The article discussed ways to become more financially fit. The article also was featured on RRStar.com.
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