Savant Wealth Management
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Our Firm

sa∙vant (sa-vänt’) – n. a learned scholar: a wise person.

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 June 30, 2024, Savant held approximately $27.4 billion in assets under management and assets under advisement.

independent RIA
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Savant Wealth Management at a Glance

  • 585+ employees
  • Founder-led by Brent Brodeski, CPA, CFP®, CFA®, MBA
  • Office locations in Alabama, Arizona, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, 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

Our Services

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What Makes Savant Different

Savant is distinguished by its independence and its employee ownership. We believe that all financial advice should be made in our clients’ best interests, and our employee ownership enables us to provide long-term continuity in our client relationships. In addition, ownership in our firm helps Savant attract and retain top talent in our industry, as well as outside investors who can provide capital and expertise to support our growth. Savant’s capital structure is also unique in that our firm can never be forced to sell itself or buy out outside investors. We believe that level of independence frees us to make sound decisions on behalf of our firm and our clients without pressure or obligation.

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