News Room

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 […]

McLean, VA (April 25, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, has welcomed Ann G. Schnorrenberg, CFP®, Ph.D. as a senior financial planner in the firm’s McLean office. In her role, Schnorrenberg works closely with Savant’s Advisory Team to prepare and implement financial plans for high net worth clients. She meets […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 12 offices in three states, has hit another important milestone in the firm’s 30-year history. Today, the firm announced it has reached $5 billion in assets under management (AUM). Savant set a goal to achieve $5 billion in AUM ten years […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Matthew Kiehl, Stephen Lorence, and Michael Ruane to its Rockford office and recognized Allison Alexander for receiving the CERTIFIED FINANCIAL PLANNERTM designation. Matthew Kiehl joined Savant as a financial paraplanner. He is a member of the Planning Team and works closely with the Advisory Team to […]

Firm recognized for the second straight year Savant Capital Management, a nationally recognized fee-only wealth management firm with 12 offices in three states, announced today it has been named one of the Top 9 Best Financial Advisors in Chicago for the second consecutive year. The selection process was conducted by AdvisoryHQ and was based on a wide […]

Savant Capital Management, a nationally-recognized fee-only wealth management firm, has added Ambari Prakash Pinto to its McLean office and recognized Joel Cundick for receiving the Accredited Portfolio Management AdvisorSM designation and Yonas Bedane for receiving the Chartered Global Management Accountant designation. Ambari Prakash Pinto joined Savant in January as a financial advisor. She is a member of […]

In honor of Valentine’s Day, financial advisor Daryl Dagit spent time with WYZZ and WMDB discussing the importance of couples and finances.

Brent Brodeski selected for his unequaled passion for helping others Brent Brodeski, chief executive officer of Savant Capital Management, a nationally-recognized fee-only wealth management firm, was named the Rockford Chamber of Commerce’s 2017 Citizen of the Year. He received the award at the Rockford Chamber’s Annual Dinner on January 19 at Giovanni’s Restaurant and Convention […]

Recognized for his leadership to the firm, the industry and area non-profits Savant Capital Management is pleased to announce that Jakob Loescher has been honored by the Rockford Chamber of Commerce by being named one of the region’s “40 Leaders Under Forty.” Loescher, a summa cum laude graduate of Northern Illinois University College of Business, […]

Savant Capital Management is pleased to announce that Michelle Angileri and Jake Loescher have been honored by the Rockford Chamber of Commerce by being named to the “40 Leaders Under Forty” class of 2016. Angileri and Loescher were nominated for the award because of their leadership and contributions to Savant, the industry and to area […]

Firm announces recent grant recipients through a grant fund administered by the Community Foundation of Northern Illinois Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that the firm has awarded $2,500 grants to Rockford University and the Rock River Valley Food Pantry. Savant has been awarding grants to nonprofit […]

Transaction positions firm to remain independent and execute growth strategy Savant positioned as one of a very few independent RIAs with nearly $5 billion in assets under management, broad employee ownership, self‐governance and access to future growth capital. Capital raised addresses shareholder liquidity needs and assembles a diverse and highly experienced group of outside capital […]

Savant further expands its employee ownership group to 47 people. Additional ownership helps assure long-term continuity for the 30-year-old firm. Positions Savant to remain independent into the future. Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, announced today that 28 additional employees have purchased ownership interests in Savant and have […]