Savant Wealth Management, a fee-only RIA, announced the launch of Wife2CFO, an online educational program designed to help women navigate the financial complexities of divorce.
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.
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 […]
Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.