About

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll and consulting through our affiliate, Savant Tax & Consulting. As of December 31, 2024, Savant held approximately $29.03 billion in assets under management and $1.14 billion in assets under advisement.

585+ employees

Founder-led by Brent Brodeski, CPA, CFP®, CFA®, MBA

Office locations in Alabama, Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, New Mexico, Pennsylvania, South Carolina, Virginia, and Wisconsin

Committed to Evidence-Based Investing, an approach using historical data, research, and Savant’s collective knowledge of risk and return

Serving individuals and families, executives and professionals, and businesses

3 CEFEX Certifications: Certified Investment Steward, Certified Investment Advisor, Certified ASPPA Plan Administrator under ERISA 3(16)

Member of Zero Alpha Group, a national association of wealth management firms committed to applying the best financial thinking to serve clients in a fiduciary capacity