Featured
November 30, 2023
Savant has acquired Clinton, S.C.-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, and its associated RIA.
November 30, 2023
November 30, 2023 News Room
November 30, 2023
Featured
November 15, 2023
Savant announced plans to acquire Alabama-based Bridgeworth Wealth Management, a woman-led RIA firm with offices in Birmingham and Huntsville. Bridgeworth represents Savant’s second largest of eight acquisitions in 2023.
Media Mention
October 4, 2022
CEO Brent Brodeski was interviewed about Savant acquiring World Trend Financial and Terry Lockridge & Dunn. The article focuses on Savant’s five-year growth plan and its expanding Midwest presence.
Media Mention
September 6, 2022
Financial advisor Allison Alexander wrote an article for the Divorced Girl Smiling blog reflecting on her own experience. She also discusses prenuptial agreements.
Media Mention
August 14, 2022
Financial advisor Justin Smith was quoted extensively in a Yahoo! Money article about how to manage Social Security when you’re working longer.
Media Mention
July 22, 2022
Chris Walters, Savant’s chief advisory officer, and Casey Christianson, a Savant advisor, are featured in an Advisor IQ article about the benefits of growing advisory talent.
Media Mention
July 7, 2022
Financial Advisor IQ, an industry trade publication, covered Savant’s recent acquisition of Virginia-based Alliant Wealth Advisors.
Media Mention
July 7, 2022
Financial Advisor magazine reported on Savant acquiring Alliant Wealth Advisors. The article focuses on Savant’s approach to growing its business and partnering with like-minded firms.
Media Mention
July 5, 2022
Phil Huber, Savant’s CIO, was interviewed by Barron’s about the value-versus-growth cycle in the markets and whether there is opportunity for investors over the next several years.
Press Release
July 1, 2022
Savant has acquired Alliant Wealth Advisors, a Manassas, Virginia-based RIA firm. The acquisition, is Savant’s first acquisition of 2022 and 12th in the firm’s history.
Press Release
June 24, 2022
Savant Wealth Management congratulates financial advisors Drake Grindle and Jeff Lewis for being named to the Rockford Chamber of Commerce’s 40 Under Forty for 2022.
Media Mention
June 16, 2022
RIA Channel published a video and a summary of an interview with CEO Brent Brodeski about Savant’s strategic approach to growth, partnerships, and building an elite wealth management practice.
Media Mention
June 1, 2022
CityWire RIA, an industry-trade publication, interviewed Brent Brodeski about Savant’s $3 million investment in Lumiant.
Media Mention
May 31, 2022
In a wide-ranging interview, CEO Brent Brodeski shares his vision for Savant’s future with Real Assets Advisor editor Mike Consol.
Media Mention
May 31, 2022
This is an edited version of a cover profile interview conducted by Real Assets Adviser editor Mike Consol with Brent Brodeski.
Media Mention
May 12, 2022
CityWire, a financial trade publication, published an article about Savant hiring Jason English as its director of growth.
Media Mention
May 12, 2022
Financial trade publication WealthManagement reports on Savant’s long-term growth plan, which includes a significant investment in top-tier talent, technology, strategic acquisitions, marketing, and practice management.