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 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.
Phil Huber launched his book titled, “The Allocator’s Edge,” a modern guide to alternative investments and the future of diversification. The book, explores alternative asset classes and their potential to help build durable and resilient investment portfolios.
Financial trade publication CityWIre RIA reports on our acquisition of Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to help achieve financial independence in retirement.
Savant announced plans to acquire Filbrandt Wealth Management, a Madison, Wisconsin-based RIA firm that works exclusively with university leaders and their families to achieve financial independence in retirement.
Savant announced that several of its employees have earned some of the highest and most-respected financial industry designations. Lifelong learning through these and other programs is one of Savant’s core values to help build trust and provide peace of mind in helping clients pursue their ideal futures.
Financial advisor Kevin Kingston wrote an article for the Bloomington, IL Pantagraph about how estate owners can transfer their assets to future generations.
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