Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with more than $11 billion in assets under management and assets under advisement (as of 6/30/2021). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan andfamily office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Consulting

Savant Wealth Management

Brent Brodeski

Jason English

Kevin Kingston

Anne Mank, CFP®, CPA, IHC

Wayne B. Titus III

Gina Beall, CIMA®

Tim Rogowski

Robert Morrison

Patrick Lawlor - CFA®, CFP®

Myles Cavell

Maria LaMarca

Margaret Baer, IACCP®

LaVonne Brown

Kevin Hrdlicka

Julie Pipitone, SPHR

John McMillen, CFA, CFP®

Dick Bennett, CFP(R), AIF®

David Barton

The Business Development and Client Services Team at Savant Wealth Management is dedicated to fostering relationships with clients and prospects while delivering exceptional service. This team identifies growth opportunities, develops strategic plans to attract new clients, and ensures existing clients receive comprehensive support in their financial planning and investment management needs. By leveraging their diverse expertise, including retirement planning and market insights, they enhance client satisfaction and drive the firm's overall growth.

Business Development and Client Services Team

Investment Operations

Leadership Team

Business Development and Client Services Team

About

Team members

Other teams at Savant Wealth Management

Investment Operations

Leadership Team

Leadership Team