Announced
Completed
Synopsis
Savant, an independent, fee-only wealth management firm, completed the acquisition of Alliant Wealth Advisors, a fee-only financial advisory firm. Financial terms were not disclosed. “Our firms have a lot in common. In addition to being committed to a fee-only, fiduciary standard of care for clients, both our firms share a ‘planning first’ mindset. Some firms tend to focus primarily on investments, but we realize that investments are just one component of our clients’ total financial wellbeing,” John Frisch, Alliant Wealth Advisors president.
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