Savant Wealth Management Announces Two Strategic Hires in Support of Growth Goals

Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced that Myles Cavell has joined the firm as director of new partner optimization, and that Brad Felix, CFA®, has joined as director, Ideal Futures Platform.

Myles Cavell has more than 15 years of experience with strategic problem solving and building effective business processes. Most recently he served as Regional Director for M&A Integrations for Edelman Financial Engines where he led, planned and implemented business optimization processes and expanded sales integration for a number of newly acquired entities. In his role at Savant, Cavell will guide leaders from acquired firms through the transition and integration process post-acquisition. In addition, he will serve as an advocate to newly acquired partners, ensuring a positive integration experience and quick adoption of Savant resources and process to achieve optimal growth. Cavell will be a member of Savant’s Advisory Leadership Team, reporting to Chief Advisory Officer Chris A. Walters.

Brad Felix joins Savant after serving as director of innovation for Truepoint Wealth Counsel, a fee-only, fiduciary financial advisory firm in Cincinnati, OH. He is also the founder of Commas, a fee-only RIA in the Cincinnati area. At Savant, Felix will collaborate with Chief Strategy and Innovation Officer Rob Morrison, CFP® to develop and launch the firm’s Ideal Futures Platform, a fintech-based financial planning process designed to enhance client engagement and improve the overall client experience.

“In 2023, we are focused on growth and committed to making experiences more seamless and hassle-free, not only for clients, but also with the partner firms we acquire,” said Brent Brodeski, CPA, CFP®, CFA®, MBA. “Myles will be dedicated to smoothing the transition for firms partnering with Savant, from both an operational and cultural perspective. As director of our Ideal Futures Platform, Brad will be working to create a more impactful onboarding process and an easier way for clients to follow their progress toward their goals.”

Earlier this month, Savant announced that Patrick Lawlor, CFA®, CFP®, joined Savant as head of mergers and acquisitions, part of the firm’s efforts to expand its M&A activity in 2023. In 2021, Savant recapitalized to accelerate from incremental to exponential growth, and last year, it strengthened its advisory leadership team by naming Chris A. Walters to the position of chief advisory officer, hiring Jason R. English as director of growth, and naming John M. Hanley, CFA®, CAIA® as director of practice management.

About Savant Wealth Management

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.

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