🎉 Huge News! Savant Ranks 17th on Barron's Top 100 RIA Firms! 📈 We're thrilled to announce that Savant Wealth Management has been ranked 17th on Barron's Advisor's prestigious list of Top 100 RIA Firms! We believe this significant jump from last year's ranking is a testament to our team's dedication, and our commitment to providing industry-leading financial services. #BarronsRanked #SavantWealthManagement #BarronsTop100 #FinancialPlanning #InvestmentManagement #RIA #WealthManagement Read the full release on our website: https://ow.ly/RwbW50TreEG Barron’s 2024 Top 100 RIA Firms: Rankings were determined through a multi-faceted process that includes verification of data with advisors’ firms and regulatory databases. Barron’s then applies a rankings formula to the data to generate a ranking. The formula features three major categories of calculations: 1) assets, 2) revenue, and 3) quality of practice. In each of those categories, Barron’s conducts multiple subcalculations. More information on Barrons’s methodology can be found here. Savant did not pay a fee to be considered for the rankings.
Savant Wealth Management
Financial Services
Rockford, IL 5,504 followers
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
About us
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
- Website
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http://www.savantwealth.com
External link for Savant Wealth Management
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Rockford, IL
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, and Family Wealth Transfer
Locations
Employees at Savant Wealth Management
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Neal Simon
Investor/Advisor in financial services industry. 4x CEO. Electoral reform activist. 2018 candidate for U.S. Senate.
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Danielle Dahn, CFP®
Fiduciary Fee-Only Financial Advisor at Savant Wealth Management
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Chuck Steege, CFP®, CEP, CKA®
Financial Advisor To Senior-level Executives/Savant Executive Services Center for Excellence
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Brent Brodeski
Updates
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Savant's Huntsville, AL office is proud to announce a $5,000 grant to the Madison County Foster and Adoptive Parents Association! 👏 This organization's goal is to make a difference in the lives of foster and adoptive families in the local community, offering vital support, resources, and advocacy. Giving back is an important component of Savant's vision and mission, and we're proud to help support local organizations. 🦉 #CommunityImpact #GivingBack #FosterCare #AdoptiveFamilies
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In a recent article by the Central Penn Business Journal, Savant financial advisor Ken Eshleman, CFP® offered words of wisdom to those who are planning for a fulfilling solo retirement. From financial considerations to building a support network, Ken shares the unique challenges and opportunities that lie ahead. Read the article here: https://ow.ly/XEUy50Tn0m6
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Should RIAs focus on referrals to thrive? Brent Brodeski, CEO of Savant Wealth Management, says it's time to go beyond "table stakes" and embrace a multi-pronged approach. Savant is investing $10 million to drive organic growth by creating lead generation, hiring internal sales teams, and dedicating people to service advisors. Other successful CEOs are also exploring new strategies to attract new clients. Read the full article to learn more about the future of organic growth for RIAs. 🦉 https://ow.ly/RniQ50TojcW
The Future of Organic Growth Goes Beyond Referrals
wealthmanagement.com
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Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online. 🦉 Read the article here: https://ow.ly/lMO550TlbSU
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The traditional notion of retirement is evolving, with many individuals opting for a combination of work and retirement. This shift has led to innovative approaches for accessing retirement funds. One such strategy is in-service withdrawals from a 401(k). 🦉 Read more: https://ow.ly/f4Zj50TmWCs
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Congratulations to Savant financial advisor Ashley Gorman, CFP®, CPA for being nominated by InvestmentNews’ Women to Watch list as a finalist for “Rising Star Advisor of the Year.” The winner will be announced at a gala in November. 👏 We’re rooting for you, Ashley! 2024 InvestmentNews Women to Watch: Finalists are chosen based on nominations from industry peers or colleagues. Submissions were forwarded to an independent judging panel comprising mortgage and finance industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. The winners will be announced November 6 at an awards ceremony in New York City. Savant did not pay a fee to participate in this rating. View the full list: https://lnkd.in/gjQTctBu
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📣 LAST CALL! Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help. 🦉 Register for this complimentary live webinar: https://ow.ly/rmt850TaUJE
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Want to know how Savant Wealth Management has pursued massive growth while maintaining a focus on improving client experience? CEO Brent Brodeski shared his insights on a recent episode of RIA Channel's video podcast. 🦉 Watch the full interview here: https://ow.ly/pO4R50Tn70T
Savant's Brodeski On 'The Intersection of Growth and Excellence'
https://www.riachannel.com
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Founder and CEO Brent Brodeski, joined by Robert Morrison and Patrick Lawlor - CFA®, CFP®, outlined Savant's mission to impact 1 million lives by 2028 in a recent interview with Ficomm Partners. He explained Savant's unique approach to private equity, employee ownership, and mergers and acquisitions. "We believe that by empowering our employees and investing in the communities we serve, we can make a significant positive impact on the world," Brodeski stated. 🦉 Watch the full interview here: https://ow.ly/t4LX50Tm8il