Our wise counsel is approachable and common sense. It’s wide and deep, constantly learning and evolving – it never assumes that the same approach will solve similar problems. Wise counsel comes from the collective education, experience, wisdom, and spirit of Team Savant. It stands ready to serve, adapt, and inspire — bringing our craft to ever expanding levels of greatness.
Groundwork for Savant began many years ago with the founding of its predecessor, Savant Planning Group, Ltd., in 1986 in the heart of Rockford, IL. Savant Co-founder and CEO Brent Brodeski joined shortly thereafter and the firm expanded beyond financial planning into wealth management.
The independent registered investment advisor movement was in its infancy at the time. In a closed, club-like industry where you needed connections or paid high fees to access basic financial advice, Savant Wealth Management was a fresh alternative that put investors and their best interests first. We acted on the premise that investors deserve truly independent financial planning advice, unbiased by conflicts of interest.
Fast forward to today. After more than 30 years at the forefront of the industry, Savant Wealth Management continues to remain steadfast in our beliefs and sits on the same side of the table as the clients we are privileged to serve.
Our Vision – Transforming personal and financial dreams into goals and goals into reality.
Our Mission – To build one million ideal futures for our clients, our team, and the communities we serve.
As your trusted advisor, the essence of our approach is to serve by acting in your best interest. Working with our clients to get them closer to realizing their goals isn’t just our profession, it’s our mission and calling. In our day-to-day work, we continuously look out for you—no other way makes sense. Servant leadership means that we’re passionate about using our expertise to help you move further along the path toward achieving great things. We view your success as our own.
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth 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.
©2025 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.
Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.