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Rockford, Ill.-based RIA Savant Wealth Management announced that it has acquired $1.53 billion AUM Domani Wealth, an RIA based in Lancaster, Pa.
Domani's 23 employees and four central Pennsylvania offices became part of Savant on May 9, according to the announcement. The transaction is Savant's fourth acquisition of 2023.
Domani's eight partners, Angela Berkosky, Michael Dinan, Kenneth Eshleman, Jennifer Hill, Scott Michael, Angie Stephenson, Christopher Stock and Thomas Williams will become equity owners in Savant. ....
World Trend Financial investment advisers and Terry Lockridge and Dunn business consultants, both based in Cedar Rapids and with offices in Iowa City, have been acquired by Rockford, Ill.-headquartered Savant Wealth Management. ....