We are proud to partner with Savant Wealth Management, a fee-only, independent RIA firm, to offer investment management services. Founded in 1986, the firm currently holds approximately $25.1 billion in assets under management and assets under advisement.
Savant has been nationally recognized as a Billion-Dollar Wealth Magnet by Accounting Today, a Top 100 RIA Firm by Barron’s, a Best-in-Business IMPACT Award™ winner by Charles Schwab, and a Top RIA Firm by Forbes.
Savant is driven by their evidence-based investing philosophy, relying on historical data, research, and their experts’ risk and return knowledge. By partnering with Savant, we are able to offer high quality investment management services you may see from a large firm with a personalized, local firm touch.
Learn more about our investment management services here.