Savant Wealth Management’s Brent Brodeski Named CEO of the Year

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Catherine Povalitis

Chartwell Agency

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Ramey Becker

Savant Wealth Management

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Savant Wealth Management’s Brent Brodeski Named CEO of the Year

ROCKFORD, Ill. (Sept. 13, 2024) – Savant Wealth Management, a fee-only registered investment adviser (RIA), announced its CEO, Brent Brodeski, CPA, CFP®, CFA®, MBA, was named CEO of the Year for RIA firms with assets of $20 billion or more by WealthManagement.com. The recognition, part of the WealthManagement’s 2024 Industry Awards (The “Wealthies”), underscores Brodeski’s dedication to Savant, its clients, and the industry. Savant did not pay a fee for Brodeski to be considered for the recognition.

Brodeski was selected by a panel of independent judges made up of industry leaders who evaluated finalist initiatives based on quantitative (e.g., scope, scale, adoption, and feature set) and qualitative (e.g., innovation, creativity and new methods of delivery) measures.

“I am honored to receive this prestigious award from WealthManagement.com, and to be acknowledged alongside such exceptional industry leadership,” said Brodeski. “I believe being named CEO of the Year helps validate the commitment and effort we have invested in making Savant a leading organization dedicated to serving our clients, employees, and community.”

The nomination touted Brodeski for his vision to improve 1 million lives and make a significant impact in the world. Over the course of 18 months, he spearheaded a period of exponential growth for Savant, with a plan focused on significant investment in talent, technology, strategic acquisitions, marketing, and practice management to help clients pursue their ideal futures. The firm is majority-owned by its employees, a differentiator that illustrates Savant’s commitment to the communities it serves.

Savant’s growth strategy also helps differentiate it from other aggregators or financial buyers. Under Brodeski’s leadership, the firm relies on patient capital to attract growth-oriented partners who can help provide an enhanced client experience, a deep bench of specialists, and a comprehensive range of services.

Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind recognizing outstanding achievements by companies, organizations, and individuals supporting financial advisor success.

Brodeski was honored at The Wealthies awards gala in New York City on September 5. To view the complete list of 2024 Industry Awards winners and finalists, visit informaconnect.com/wealth-management-industry-awards.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $27.4 billion in assets under management and assets under advisement (as of 6/30/2024). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans, 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.

2024 WealthManagement.com CEO of the Year: Winners were selected by an independent panel of 19 judges in the industry with over 1000 nominations. The results were combined, tabulated, and reviewed by the independent panel to determine the winners who were announced at a live awards gala on Sept. 5. Savant did not pay a fee to be considered for this award.

Savant is a registered Investment advisor. Past performance may not be indicative of future results. 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 read our Important Disclosures at savantwealth.com.

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

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