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.