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.
Financial advisor Allison Alexander wrote an article for the Divorced Girl Smiling blog reflecting on her own experience. She also discusses prenuptial agreements.
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.
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.
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.
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.
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.
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.
Savant Wealth Management announced a long-term growth plan that includes a significant investment in top-tier talent, technology, strategic acquisitions, marketing, and practice management over the next five years.
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