We're thrilled to be named one of “America’s Top Financial Advisory Firms 2025” by Newsweek! ?? Newsweek, in partnership with Plant-A Insights Group, analyzed over 15,000 financial advisory firms registered with the SEC and scored them based on the following factors: ? Asset performance ? Client performance ? Advisor expertise and client ratio ? Breadth of service offerings ? Conflicts of interest ?? We believe this recognition reflects our dedication to helping our clients and staff pursue their ideal future. We are honored to be among the nation's top financial advisory firms. Learn more: https://ow.ly/E5Ey50UciCV Newsweek America’s Top Financial Advisory Firms 2025: This rating was published in November 2024. Newsweek partnered with Plant-A Insights group to analyze over 15,000 SEC-registered RIA firms, and shortlisted firms with more than $10 million in AUM, a minimum of three wealth advisors, at least five individual clients, and at least two years of SEC registration. The data was sourced from SEC filings in September 2024. The shortlisted firms were analyzed and scored based on the following factors: asset performance, client performance, advisor expertise and client ratio, breadth of service offerings, and conflicts of interests.
Savant Wealth Management
金融服务
Rockford，IL 5,765 位关注者
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
关于我们
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.
- 网站
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https://www.savantwealth.com
Savant Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Rockford，IL
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Investment Management、Financial Planning、Retirement Planning、Qualified Retirement Planning、Trust Services、Estate Planning、Endowments & Foundations、Tax & Consulting、Philanthropic Planning、Cash Flow Management和Family Wealth Transfer
地点
Savant Wealth Management员工
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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
动态
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What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make. ?? Read the latest article by Savant's Director of Financial Planning, Anne Mank, CFP?, CPA, IHC: https://ow.ly/OZ7l50U9B4O
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Savant Wealth Management's DeLynn M. Zell, CFP? recently addressed Birmingham-area professionals at a leadership breakfast, sharing her personal journey and philosophy. She highlighted the power of leading by example, the importance of shared values, and the impact of mentorship and giving back. DeLynn encouraged everyone to embrace these principles in their own careers to make a meaningful difference. ?? Special thanks to Birmingham's Mountaintop Church for hosting this event. #savantwealthmanagement #savantbirmingham #giveback
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How much cash should you have on hand when you retire? Savant Wealth Management financial advisor Jeff Lewis, CFP?, ChFC?, CRPS? shares his perspective. Missed this week's "Replacing Your Paycheck in Retirement" webinar? Be sure to register for our next one. ?? View our upcoming webinars schedule: https://ow.ly/RfUM50UatlG
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Exciting News from Savant Wealth Management! ?? We’re thrilled to announce the acquisition of Sortino Advisory Partners, LLC in Louisville, KY. This partnership expands Savant's resources to support clients navigating life’s toughest transitions, including caring for aging family members. ?? To learn more about this exciting partnership and what it means for the future, read the full press release here: https://ow.ly/p3gA50UalFB
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While many understand the importance of estate planning, simply having a will or trust in place isn't enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents. ?? Read the latest article by Savant's Senior Director of Wealth Transfer, Michael Cyrs: https://ow.ly/hUaW50U9zXF
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Feeling overwhelmed? Learn practical steps to help manage your legal and financial responsibilities after losing a parent. ?? Register for our free webinar, or share this link with a friend or family member who can benefit: https://ow.ly/vK5h50U9AUG
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A little holiday magic arrived early in Savant Wealth Management's Birmingham, AL office! ?? Our team recently had the joy of surprising a deserving 13-year-old boy, his mom, and his four younger brothers with the exciting news that they’ll be going to Disney World over the Christmas break! ?? Savant financial advisor David LeCompte, CFP?, CRPC?, CFS?, RICP? proudly sponsored the big reveal, and our team joined forces to create a festive, holiday-themed celebration for the family. This reveal was made possible by Magic Moments, an Alabama-based nonprofit dedicated to granting wishes for children with life-threatening or life-altering medical conditions. We’re honored to support this beautiful mission and bring a little extra magic to this special family. #SavantWealthManagement #SavantBirmingham #MagicMoments
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Budgeting is a crucial step toward financial freedom. By analyzing your spending habits and prioritizing your needs, you can make informed financial decisions. ?? Read the latest article by Savant portfolio advisor, Jonathon Merickel, CFP?: https://ow.ly/v7gp50U5G2k
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?? Huge congratulations to our CEO, Brent Brodeski, for being named a Chicago Titan 100 for the second year in a row! ?? As the founder and CEO of Savant Wealth Management, we believe Brent continues to demonstrate strong leadership, vision, and passion, helping drive not just the success of Savant, but also the broader business community in the Chicagoland area. Congratulations, Brent! We’re proud to have you lead us toward an even brighter future. ?? 2025 Chicago Titan 100: The Titan 100 was published in November 2024 and is a national program that recognizes the top 100 CEOs and C-level executives in a region. Representing both the private and public sector, these Titans of Industry are nominated and selected for demonstrating leadership, vision, passion, and influence in their field. Savant did not pay a fee to be considered for this award. Rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged.
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