§ Additional ownership helps assure long-term continuity for the 30-year-old firm.
§ Positions Savant to remain independent into the future.
Savant Capital Management, a nationally-recognized fee-only wealth management firm headquartered in Rockford, IL, with an office in Peoria, announced today that 28 additional employees have purchased ownership interests in Savant and have become employee-members of the company. The new employee-member from the Peoria office includes Daryl Dagit. Dagit is a financial advisor and member of the Advisory Team, and serves as market manager for the Peoria market. He has been involved with financial planning and asset management since 1986 and with the firm for six years.
By increasing the employee-members from 19 to 47, Savant will maintain its independence as a wealth management firm and continue to carry out its vision, mission, and core values that were built upon its clients’ best interests.
“We want to continue to build ideal futures for our clients, our team and the communities we serve,” said Brent Brodeski, CEO of Savant. “The new employee-members announced today are leaders in the company and will make certain the growth and vision of Savant is pursued for the continued benefit of our clients. This is a major step in our long-term succession plan and will help Savant continue to thrive well into the future and carry on our service for generations to come.”
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.7 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 50 financial advisors list, the Barron’s 20 largest financial advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews .
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.