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Savant Wealth Buys Set of SC Firms in 2nd Combo Deal of 2023

Associated RIA and CPA firms add 7 new employees and an office in Clinton, South Carolina.

Delaware
United-states
Chicago
Illinois
South-carolina
Ashley-tate
Brent-brodeski
Jay-peay
Peay-associates
Basil-financial-group
Northern-illinois-based-savant-wealth-management
Swaimbrown-wealth-management

Unsure of next growth steps, Bridgeworth founder turned to Savant

Unsure of next growth steps, Bridgeworth founder turned to Savant
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Illinois
Chicago
Pennsylvania
Brent-brodeski
Delynn-zell
Michael-kitces
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First-financial-group-of-the
Xy-planning-network
Cynosure-group

Savant acquires $2.2B firm to add Alabama to its growing footprint

The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.

Alabama
United-states
Brent-brodeski
Delynn-zell
Savant-wealth-management
Bridgeworth-wealth-management
Best-place

Savant Wealth Management to Buy $2.2B Bridgeworth Wealth Management

With 8th deal of year, Savant will have added more than $8 billion in 2023 as the firm seeks to more than triple assets over the next four years.

Chicago
Illinois
United-states
Dover
Alabama
Brent-brodeski
Patrick-lawlor
Delyn-zell
Rf-book-associates
Basil-financial-group
Wealth-management-group-in-dover
Savant-wealth-management

Savant Wealth Management enters 401(k) partnership with Pontera

Savant Wealth Management enters 401(k) partnership with Pontera
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Basil-financial-group
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Paragon-financial-advisors

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