News Room

Savant CEO Brent Brodeski was quoted about Savant’s acquisition of Basil Financial Group and Paragon Financial Advisors in Financial Advisor, an industry trade publication.

Financial advisor Jake Loescher was named to Forbes’ list of “Best-in-State” Financial Advisors.” The list recognized financial advisors who demonstrate high levels of ethical standards, professionalism, and success in the business. According to Forbes, the advisors on its annual lists “have a track record of success over time.” Forbes’ rankings were compiled by SHOOK Research, […]

Brent Brodeski, CEO of Savant Wealth Management, shares insights on building a culture of growth, selecting the right partners, and staying true to core values on the Between Meetings podcast.

Anne Mank, Savant’s director of financial planning, wrote an article for TheStreet titled “Women and Wealth: Mind the Gap.”

Financial advisor Allison Alexander was profiled in Authority Magazine in an article about how to survive and thrive after a divorce.

An article about Savant joining forces with Capital Directions appeared in Advisor IQ, an industry trade publication.

CityWire RIA posted an article about Savant acquiring Atlanta-based Capital Directions.

Savant announced it has acquired Atlanta-based Capital Directions, an RIA firm whose clients include individuals and families, pensions, and corporations. In addition, Capital Directions offers a turnkey asset management platform (TAMP) to CPA firms.

CityWire RIA published an article about Myles Cavell joining Savant as director of new partner optimization, and Brad Felix joining as director of the Ideal Futures Platform.

Savant announced that Myles Cavell has joined the firm as director of new partner optimization, and that Brad Felix, CFA®, has joined as director of the Ideal Futures Platform.

Financial Advisor, an industry trade publication, published an article about Patrick Lawlor joining Savant Wealth Management as head of M&A.

CityWire RIA published an article about Patrick Lawlor joining Savant as Head of Mergers and Acquisitions.

WealthManagement.com, an industry trade publication, covered Savant hiring Patrick Lawlor as Head of Mergers and Acquisitions.

Patrick Lawlor has joined Savant Wealth Management as Head of Mergers and Acquisitions.

Savant Wealth Management recently received recognition from InvestmentNews, a leading source of essential news for financial advisors, and Forbes, a global financial news resource.