Savant Capital Management Named One of Chicago’s Best Financial Advisors
Savant Capital
Management, a nationally recognized fee-only wealth management firm with 12
offices in three states, announced today it has been named one of the Top 9
Best Financial Advisors in Chicago for the second consecutive year.
The selection
process was conducted by AdvisoryHQ and was based on a wide range of
criteria including fiduciary duty, independence, transparency, level of
customized service, history of innovation, fee structure, quality of services
provided, team excellence, and wealth of experience. Review and rankings were
100 percent independently researched and written. Firms were unaware they were
being reviewed by AdvisoryHQ until after the reviews had been completed
and published to the public.
Savant was touted
as standing out from the crowd of financial advisors in Chicago with its
transparency and focus on client successes, in addition to being a Certified
Investment Steward and a Certified Investment Advisor by the Centre for
Fiduciary Excellence (CEFEX). The firm also was recognized for its wide range
of services, involvement in the community, for being the longest tenured firm
in Chicago, and being a co-founder and member of the Zero Alpha Group, a
nationwide network of advisory firms that are committed to providing objective,
long-term private wealth management solutions to investors.
“Often our clients
know where they want to be, and we help them work toward their goals by
planning a roadmap to their vision of an ideal future. They are the reason we
come to work every day,” said Brent Brodeski, CEO of Savant. “We are honored to
be ranked by AdvisoryHQ for our commitment to our clients’ long-term
success and well-being.”
AdvisoryHQ is a review and
ranking news media organization for the investment and financial advisory
industries across the U.S., U.K. and Canada. To view the complete list of
rankings, click here.
About Savant Capital Management
Savant Capital Management is a
leading independent, nationally-recognized, fee-only firm, serving clients for
30 years with more than $4.8 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 200 financial
advisors list, the Barron’s top 20 independent 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.
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