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.
Savant Capital Management, a nationally-recognized fee-only wealth management firm, continues to grow and develop its team through the addition of new team members, as well as new industry designations, certifications and higher education degrees received by current employees. In addition to four new team members added to Savant’s Rockford office, seven current team members have […]
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 the Friends of the Coronado and the Rockford Art Museum. Savant has been awarding grants to […]
Financial advisor selected as a top financial advisor in the nation Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, announced today that financial advisor Grant Moore was selected to the “40 Under 40” class of 2016 by InvestmentNews. Grant is the firm’s first ever team member to be recognized with the honor. […]
Firm gives back to Starlight Theater through a new grant fund Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, helps build ideal futures for individuals, families and organizations. This year, Savant celebrates its 30th anniversary of helping clients work toward achieving their financial goals. Savant is proud to announce that it […]
Naperville, IL – Savant Capital Management, a nationally-recognized, fee-only wealth management firm, continues to grow and establish itself as a top financial advisor in the Chicagoland market. In addition to adding new team members and current team members receiving new certifications, the firm was recently named as one of the Top 10 Financial Advisors in Chicago, […]
Savant Capital Management announced today that it has been named as one of the 2016 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Human Resources Management Association of Chicago (HRMAC), the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business […]
Premier Wealth Management Firm Continues Growth with Two New Team Members McLean, VA – Savant Capital Management, a nationally recognized fee-only wealth management firm, is pleased to announce expansions to its client services team in its McLean office. Savant welcomes Michele R. Reichel and Sparkle S. Warthen, each bringing a strong background in financial and […]
Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, IL, with offices in eleven locations, including Madison, was selected to receive the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. The award includes a $15,000 donation to a charity […]
Firm gives back to community through a new grant fund administered by the Community Foundation of Northern Illinois Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, helps build ideal futures for individuals, families and organizations. This year, Savant celebrates its 30th anniversary of helping clients work toward achieving their financial goals. […]
Annual state-by-state list recognizes country’s best Brent Brodeski, chief executive officer for Savant Capital Management, a nationally recognized fee-only wealth management firm, has been named to Barron’s 2016 Top Financial Advisor List. For the third year in a row, Brodeski has landed a spot among the top financial advisors in the state of Illinois. Brodeski is a co-founder of […]
St. Charles, IL – Savant Tax & Consulting, a wholly owned subsidiary of Savant Capital Management, (a nationally recognized fee-only wealth management firm with 12 offices in three states), is pleased to announce the addition of three new team members to its St. Charles office. Michelle A. Brazee, CPA recently joined the Savant Tax & Consulting team […]
Among the first in the U.S. to be independently certified for ERISA 3(16) Plan Administrators Chicago, IL – Savant Capital Management, www.savantcapital.com, one of the nation’s largest independent registered investment advisory firms today announced it has received the Service Provider Certification for adhering to the Centre for Fiduciary Excellence (CEFEX) standard of excellence for Employee […]
Financial publication releases 2016 rankings of RIA firms Rockford, IL – Savant Capital Management, a nationally recognized fee-only wealth management firm headquartered in Rockford, with offices in 11 locations in three states, has been recognized by Financial Planning magazine as a top 150 Registered Investment Advisor (RIA) firm. For the second year in a row, Savant has […]
Acquisition brings continued expertise and experience from Bethesda-based firm McLean, VA (September 30, 2015) – Savant Capital Management, one of the nation’s largest independent registered investment advisory (RIA) firms headquartered in Rockford, IL, announced today the acquirement of The Corcoran Group (TCG), a Bethesda, MD based, RIA firm. What: Closing of The Corcoran Group (TCG) and official acquisition […]
Acquisition brings continued expertise and experience from Bethesda-based firm ROCKFORD, IL – Savant Capital Management, one of the nation’s largest independent registered investment advisory (RIA) firms headquartered in Rockford, IL, announced today plans to acquire The Corcoran Group (TCG), a Bethesda, MD based, RIA firm at the end of September. The Corcoran Group has primarily […]
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.