Announced
Completed
Synopsis
Savant, an independent, fee-only wealth management firm, completed the acquisition of SFG Investment Advisors, a fee-only financial planning team dedicated to senior executives only. Financial terms were not disclosed. “Our strategy for exponential growth involves seeking talented partner firms with a desire to grow, expand their services to clients, and add value to our firm. SFG Investment Advisors has a unique niche, managing the personal wealth of Fortune 500 executives at the top of their professions. We are pleased to add this team to our deep bench of specialists who already serve executives and professionals with wealth, estate, and tax planning.” Brent R. Brodeski, Savant founder and CEO.
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