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RIA Roundup: Savant Acquires $3.3B Capital Directions

Published: February 24, 2023

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

Source: wealthmanagement.com

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Savant Wealth Management Acquires $3.3 Billion Capital Directions

Published: February 23, 2023

/PRNewswire/ -- Savant Wealth Management, a nationally recognized, fee-only registered investment adviser (RIA), announced it has acquired Atlanta-based...

Source: prnewswire.com

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Catherine PovalitisTerry HartiganMiriam FalakiDennis CovingtonBrent BrodeskiMichael BorkJohn McmillenRichard OdonnellChartwell AgencyCapital Direction Retirement Plan ServicesExpands FootprintWealth ManagementAtlanta Based Capital DirectionsCapital DirectionsCapital DirectionManaging Director Terry HartiganChief Investment Officer John McmillenFinancial Planning Richardo DonnellRelationship Manager Michael BorkWealth Advisor MiriamSavant Wealth ManagementSavant TaxImportant Disclosures