Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, IL, and with a location also in McLean, has been recognized by InvestmentNews as one of the top 50 fee-only Registered Investment Advisors (RIAs) in the nation. This is the thirteenth time…
Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only advisory firm headquartered in Rockford, Illinois, with a location also in McLean, today unveiled its “Wise Counsel” rebrand that includes a new company logo, color palette, website, name change, and tagline. Savant’s fresh approach to…
McLEAN, Va. (July 26, 2018) – Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, is pleased to announce the addition Amber Christopher, Victoria Harrell, and Amy Pengidore to its McLean, Virginia, office. Amber Christopher and Victoria Harrell joined Savant as client services representatives and…
Industry trade publications release national rankings of top RIA and CPA firms in 2018 McLEAN, Va. (July 24, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with locations in McLean, VA; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling,…
McLEAN, VA (January 17, 2018) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that Ambari Prakash Pinto earned the CERTIFIED FINANCIAL PLANNER™ professional certification. Pinto is a financial advisor in the firm’s McLean, VA office and is a member of the…
McLEAN, VA (December 5, 2017) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce new designations achieved by current employees in its McLean, VA office. Financial Advisors Joel Cundick and David McCormick-Goodhart earned the Accredited Investment Fiduciary® (AIF®) designation. The AIF® designation…
Addition of seasoned professional Andrew Welp further positions Savant as industry leader in building and transferring wealth With more than a decade of experience and expertise, Andrew J. Welp, CPA, JD, further enhances firm’s comprehensive financial planning services Growing wealth transfer and tax team bridges gap between building…
Ranked among America’s top independent wealth management firms Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with 11 additional offices in three states, including McLean, VA, has been recognized by Barron’s as one of the top independent advisory firms in the nation and…
Ideal Perspectives event features Weston Wellington of Dimensional Fund Advisors Savant Capital Management is hosting “Redefining Investment Advice,” an Ideal Perspectives event featuring guest speaker Weston Wellington of Dimensional Fund Advisors (DFA). Wellington will discuss investment success through a research-based “equilibrium” strategy used to help accumulate and preserve…
Savant Capital Management, one of the nation’s largest independent registered investment advisory firms, 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 tenth year of certification for…
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