ROCKFORD, Ill. (Sept. 24, 2021) – Savant Wealth Management, a nationally recognized, fee-only wealth management firm with eight Chicagoland locations, announced it has been named one of the “Top 12 Financial Advisors and Wealth Management Firms” in Chicago for 2020-2021 by AdvisoryHQ.
AdvisoryHQ conducted the selection process independently based on a wide range of filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Firms did not pay a fee to be recognized by AdvisoryHQ.
Savant received praise for its comprehensive estate planning and wealth transfer process; its personalized, team-oriented approach; its Women’s Wealth Initiative; the individualized attention it gives to clients; and its low costs and transparent fee-only structure. Savant also received recognition for its wide range of holistic financial services and strong commitment to trust.
“We are honored to be recognized by AdvisoryHQ as one of Chicago’s best financial advisors and to be positioned among such an elite group of wealth management firms,” said Brent Brodeski, CEO of Savant. “Recognitions like this reflect our commitment to excellence, including serving our clients now and anticipating their needs for the future.”
Launched in 2015, AdvisoryHQ is one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting sectors. To view the complete list of 2020-2021 rankings, click here.
About Savant Wealth Management
Founded more than 30 years ago, Savant Wealth Management is a leading independent, fee-only firm with more than $11 billion in assets under management and assets under advisement. Savant offers investment management, financial planning, retirement planning, and family office services to individuals and institutions, and offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Greenwood, IN; Plymouth, MI; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA.
Rankings and/or recognitions by AdvisoryHQ should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Savant did not pay a fee to participate. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. SEC registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended as personalized investment, legal, or tax advice. Past performance may not be indicative of future results. Please Note: “Ideal” is not intended to give assurance as to achieving successful results. Different types of investments involve varying degrees of risk. Please see Important Disclosures at savantwealth.com.