News Room

ROCKFORD, IL (December 7, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Stephanie Abbott, Mallory Cwynar, Michael Homan, and Rachel Schmitz to its Rockford office and recognized Diane Peters for earning the Professional Certified Marketer® certification. Stephanie Abbott joined Savant as the digital marketing communications coordinator. She is a member of the Administrative Team and is responsible for managing […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce new designations achieved by current employees in its McLean, VA office. Financial Advisors Joel Cundick and David McCormick-Goodhart earned the Accredited Investment Fiduciary® (AIF®) 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. […]

Savant Capital Management, one of the nation’s largest independent registered investment advisory firms, announces that CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the firm’s certification to the standard described in the handbook “Prudent Practices for Investment Advisors.” This is the tenth year of certification for Savant, and it was among the first Investment […]

Addition of Andrew Welp further positions Savant as industry leader in wealth transfer services With more than a decade of experience and expertise, Andrew J. Welp, JD, CPA, further enhances firm’s comprehensive financial planning services Growing wealth transfer and tax team bridges gap between building wealth and transferring wealth Increases support team to five attorneys and […]

Ranked among America’s top independent wealth management firms Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, has been recognized by Barron’s as one of the top independent advisory firms in the nation and by Forbes, naming the firm’s CEO as one of America’s top wealth advisors.  Barron’s, an American weekly […]

Honored for his contributions to the community, company, and financial industry Savant Capital Management is pleased to announce that Kevin Phillips has been honored by the Kane County Chronicle by being named a 2017 “Best Under 40.” Phillips was nominated for the award because of his commitment to improving the lives of others, both on the job and in […]

Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, has added Bradley Stewart as a financial advisor in its Freeport office. As a financial advisor, Stewart is a member of the Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other […]

Furthers its Momentum in the RIA Industry Savant Capital Management, an independent nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, announced the launch of its Vantage Points campaign to further its momentum in the Registered Investment Advisory (RIA) industry through the trust and transparency that has been part of the firm’s culture for more […]

Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, has added Mark F. Costley to its McLean office. He joined the firm in June as a financial advisor. Costley is a member of Savant’s Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets […]

Jakob Loescher, a financial advisor with Savant Capital Management, a leading independent, nationally-recognized fee-only wealth management firm, has been named to Forbes’ list of America’s Top Next-Generation Wealth Advisors. The first-ever ranking features 500 millennial advisors, naming Loescher #13. Loescher has spent his entire financial services career with Savant. In 2007, he served as an intern, […]

Savant Capital Management financial advisor Kevin Phillips was recently appointed to the Investment Committee of the DuPage Foundation. The DuPage Foundation seeks to raise the quality of life throughout DuPage County by fostering philanthropy, connecting donors to area needs and building community partnerships. Since 1986, the DuPage Foundation has fostered a legacy of support for […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Sobhi Baghdadi, Brody Beyer, Keriann Kuehne, and Theresa Walsh to its Rockford office. Sobhi Baghdadi joined Savant in March as a financial planner. He is a member of the Planning Team and works closely with the Advisory Team to prepare and deliver financial planning strategies […]

NAPERVILLE, IL (June 7, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Lauren Pallini to its Naperville office and recognized John Roegner for receiving the CERTIFIED FINANCIAL PLANNERTM certification. Lauren Pallini joined Savant in April as a client services representative and office administrator. She is a member of the Concierge Team and […]

MADISON, WI (June 1, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that financial advisor Sarah McGinniss earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation. The CRPS® program is available to professionals who specialize in creating, implementing, and maintaining retirement plans for businesses. The program covers design, installation, administration, […]

Brodeski Speaks at Barron’s and Forbes Events Following the successful acquisition and integration of five financial advisory firms during the past five years, Savant Capital Management CEO Brent Brodeski has become a recognized thought leader and sought-after speaker in the area of business succession planning and mergers and acquisitions for the RIA industry. Headquartered in […]