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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. ....

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Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

/PRNewswire/ Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced. ....

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Savant Wealth Management: Named to Inc. 5000 List

Savant Wealth Management: Named to Inc. 5000 List
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Savant Wealth Management Acquires $3.3 Billion Capital Directions

/PRNewswire/ Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based. ....

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RIA Roundup: Mariner Wealth Advisors Acquires Tax Practice

RIA Roundup: 6 acquisitions, 3 new roles, 1 rebranding and a new head of NAPFA. ....

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