Savant Wealth Management’s Post

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

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

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

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

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

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

📣 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

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

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