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…
Savant Capital Management, an independent nationally-recognized fee-only wealth management firm, has added Mark F. Costley to its McLean office. He joined the firm in June as a financial advisor. Costley is a member of Savant’s Advisory Team and is responsible for managing all aspects of the financial planning…
Savant Capital Management financial advisor recognized by Forbes Jakob Loescher, a financial advisor with Savant Capital Management, a leading independent, nationally-recognized fee-only wealth management firm, has been named to Forbes’ list of America’s Top Next-Generation Wealth Advisors. The first-ever ranking features 500 millennial advisors, naming Loescher #13. Loescher…
Industry trade publications release 2017 rankings of top RIA and CPA firms Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with offices in McLean, VA; Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; and Madison and Park Falls, WI, has…
Brodeski Speaks at Barron’s and Forbes Events Following the successful acquisition and integration of five financial advisory firms during the past five years, Savant Capital Management CEO Brent Brodeski has become a recognized thought leader and sought-after speaker in the area of business succession planning and mergers and…