Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, with additional locations in Chicago, Downers Grove, Hoffman Estates, Naperville, St. Charles, and Wilmette, is pleased to announce that a division of the firm, D3 Financial Counselors, has been recognized as one of Chicago’s best financial advisors for 2019. D3 Financial Counselors was formerly a Chicago-based financial advisory firm that merged with Savant in September 2018.
The firm has been ranked one of 20 “Best Financial Advisors of 2019” by Expertise, which reviewed more than 670 financial advisors based on 25 variables across five criteria, including reputation, credibility, experience, availability, and professionalism. This is the second consecutive year for D3 Financial Counselors to be recognized by Expertise.
“We are honored to be recognized among Chicago’s best financial advisors,” said Donald D. Duncan, financial advisor and managing director of Savant’s Chicago and Downers Grove offices. “Recognitions such as this are because of our high fiduciary standards and the dedication our entire team has to serving clients’ best interest.”
Organizations do not pay to be included on Expertise, which gives users the confidence to find and connect with businesses Expertise considers to be exceptional. View the full list of 2019 rankings.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm serving clients for 30 years with nearly $6 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services. Please Note: LIMITATIONS: Neither rankings and/or recognition by Expertise or other unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if D3 Financial Counselors, a division of Savant, is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition by Expertise should be construed as a current or past endorsement of D3 Financial Counselors, a division of Savant, by any of its clients. Participation in the “Expertise Best Financial Advisors of 2019” survey was free and D3, a division of Savant, did not pay a fee to be considered for an award. Savant may purchase plaques or reprints to publicize rankings.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.
Expertise Award Criteria
673 financial advisors were scored across 25 variables and five categories. The five categories are reputation, credibility, experience, availability, and professionalism.