Featured
March 24, 2026
Citywire features Savant CEO Brent Brodeski on WiseOS, our long-term investment in an internal AI-powered platform.
March 24, 2026
March 24, 2026 News Room
March 24, 2026
Featured
March 24, 2026
– Savant Wealth Management, a fee-only registered investment adviser (RIA), announced today that Zach Ivey has been promoted to chief investment and advice officer, a newly created executive role designed to strengthen how the firm delivers integrated, client-centered wealth advice across the organization.
Media Mention
March 26, 2026
Michelle Smith of Savant Wealth Management featured in InvestmentNews for insights on helping high-net-worth women navigate divorce finances and planning.
Media Mention
March 25, 2026
Charles Bean of Savant Wealth Management recognized by Barron’s as a 2026 top Massachusetts financial advisor for leadership.
Media Mention
March 16, 2026
Savant financial advisor Danielle Moore appeared on Chicago Tonight on WTTW, discussing Middle East conflict and potential market impacts.
Media Mention
March 12, 2026
Financial Advisor IQ highlights Savant Wealth Management’s investment in building in-house AI to support its financial advisors.
Media Mention
March 5, 2026
Citywire RIA reported on Savant’s largest partnership to date, acquiring $3.9B Heritage Financial and expanding its New England presence.
Media Mention
March 5, 2026
InvestmentNews reported on Savant’s partnership with Heritage Financial, marking the firm’s largest deal to date and expanding its New England footprint.
Media Mention
February 19, 2026
Financial advisor Matt Witter says investors should assess concentrated stock holdings within a broader plan for goals, cash flow.
Media Mention
February 4, 2026
Patrick Lawlor joins Ian Feder on The Buyer’s Boardroom podcast to discuss Savant’s M&A approach, integration structure, and process.
Media Mention
January 23, 2026
Patrick Lawlor, Savant’s head of M&A, highlights strong liquidity and new RIA buyers, while noting that market shifts could shape the next phase of record M&A activity.
Media Mention
January 13, 2026
Kevin Hrdlicka, Savant’s head of wealth, highlights the firm’s recent growth driven by service expansion and strategic partnerships in an article on FinancialPlanning.com.
Media Mention
November 7, 2025
Digital Reference highlights professionals who distinguish themselves in their fields and has recognized Stephanie Willison for her role as a financial advisor in Indianapolis.
Media Mention
September 11, 2025
Financial advisor Ashley R.G. Olivas was honored as a Rising Star of the Year at the 11th annual “Wealthies” awards on Sept. 4, 2025, in New York City.
Media Mention
September 10, 2025
Financial Planning reports on Savant Wealth Management’s acquisition of PrairieView Partners, a CPA-led RIA in St. Paul, Minnesota—marking Savant’s fourth deal in 2025 and its first in the state.
Media Mention
September 4, 2025
Citywire wrote an article about Savant’s acquisition of PrairieView Partners, a St. Paul-based RIA managing over $1.2 billion in assets.
Press Release
September 2, 2025
Savant Wealth Management, a fee-only registered investment adviser (RIA), has acquired PrairieView Partners, LLC, a fee-only RIA based in St. Paul, Minn., with over $1.2 billion in assets under management.