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Entries for 'Savant Capital'

Press Releases

19 Feb
Savant Capital / February 19, 2020

Savant Capital Management, a nationally recognized, fee-only wealth management firm, and Huber Financial Advisors, an independent wealth management firm headquartered in Lincolnshire, today announced their merger has finalized. This partnership is the latest in a string of Chicago-based deals completed by Savant since 2013. 

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04 Feb
Savant Capital / February 4, 2020

In line with its goal to improve 1 million lives in 25 years, Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, IL, has expanded its footprint by opening a new office location in Phoenix. 

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08 Jan
Savant Capital / January 8, 2020

Savant Capital Management, a nationally recognized, fee-only wealth management firm, and Huber Financial Advisors, an independent wealth management firm, today announced that they will merge during the first quarter of 2020. 

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06 Jan
Savant Capital / January 6, 2020

Savant Capital Management, a nationally recognized, fee-only wealth management firm headquartered in Rockford, has been ranked by InvestmentNews as one of the Top 10 Registered Investment Advisors (RIAs) in the Midwest. 

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02 Jan
Savant Capital / January 2, 2020

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to announce that Chris Walters recently joined its team as the Midwest manager of advisory and business development. Additionally, Savant today shared that two of its current employees, Grant Moore and Bradley Stewart, have been recognized for their educational achievements. 

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17 Dec
Savant Capital / December 17, 2019

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, is pleased to announce that CEO Brent Brodeski is among an esteemed group of financial advisors to receive the Barron’s Advisor Hall of Fame award.

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12 Nov
Savant Capital / November 12, 2019

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, today announced that Financial Advisor Ryan Monette has been named one of the region’s “40 Leaders Under Forty” by the Rockford Chamber of Commerce. Monette was recognized for his leadership and mentorship within Savant and the Stateline community. 

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07 Nov
Savant Capital / November 7, 2019

Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, Illinois, and one of the nation’s largest independent registered investment advisory (RIA) firms, today announced it has acquired Bloomington-based Kingston Wealth Management Group, a $150 million RIA firm. 

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29 Oct
Savant Capital / October 29, 2019

Savant Capital Management announced today that CEFEX, the Centre for Fiduciary Excellence, LLC, has renewed the firm’s certification to the standard described in the handbook “Prudent Practices for Investment Advisors.” This is the twelfth consecutive year of certification for Savant, and it was among the first Investment Advisors to successfully complete the independent certification process.  

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22 Oct
Savant Capital / October 22, 2019

Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in Chicago, Downers Grove, Freeport, Hoffman Estates, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA, today announced that it is pioneering an innovative and unmatched approach to transform the industry of fee-only, independent RIAs.

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