Savant Named One of the Top Financial Advisors in Wisconsin

Firm recognized for third consecutive year

Savant Wealth Management (formerly Savant Capital Management), a nationally recognized, fee-only wealth management firm located in Madison and Park Falls, has been named one of the 10 Best Financial Advisors & Wealth Management Firms in Wisconsin by AdvisoryHQ. This is the third straight year Savant has received the recognition.

AdvisoryHQ, one of the fastest-growing review and ranking media for the financial advisory, investment, mortgage, banking, wealth management, and accounting industries, developed the rankings based on a wide range of filters, including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The rankings are 100% independently researched and written – firms do not pay to be ranked nor are they made aware of the ranking until after the reviews have been completed and publicly published.

Savant earned a 5-star rating as a top financial advisor in Wisconsin because of its assessment-based approach, which utilizes its proprietary Ideal Futures Financial Health Assessment, a process that gives people a snapshot of their financial health; its client-focused mission and fee-only structure that assures all advice is given completely free of any conflicts of interest; and its focused clientele of serving the needs of high-net-worth individuals. See the full review.

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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Savant Wealth Management is a Registered Investment Advisor. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please see our Important Disclosures.