Savant Wealth Management

Source Financial Advisors is an independent wealth management firm specializing in comprehensive financial planning and investment strategies. They focus on understanding each client's unique goals and resources, providing tailored solutions that encompass wealth management, investment planning, tax planning, insurance coordination, and post-divorce financial education. Their approach is particularly suited to high-net-worth individuals and divorced women seeking to take control of their financial future.

Sortino Advisory Partners is a financial institution specializing in wealth management and investment strategies. They provide customized investment plans, risk management solutions, and comprehensive financial planning services to help individuals and institutions achieve their long-term financial goals and build wealth.

Lumiant is a cloud-based advice and client engagement platform focused on enhancing the client-adviser relationship. The platform enables clients to connect their lives, values, and financial objectives, making the intangible value of financial advice more tangible. It features an administration interface with a dashboard that allows advisers to manage client accounts, facilitate presentations, and engage in collaborative activities. Additionally, it provides insights into clients' portfolios and asset allocations from key investment platforms. By aligning financial strategies with clients' meaningful values and goals, Lumiant aims to foster long-term relationships between advisers and their clients.

Capital Directions is a wealth management firm that focuses on serving employers, foundations, and endowments, particularly within the non-profit sector. The company provides a range of services that include portfolio management, back-office administration, and practice management resources. Additionally, it offers training and professional assistance in prospecting, aimed at enhancing clients' investment strategies. By catering to individuals, families, pensions, and corporations, Capital Directions aims to deliver tailored investment solutions that meet the diverse needs of its clientele.

SFG Wealth Planning Services is a multi-family office based in Doylestown, Pennsylvania, established in 1993. The firm specializes in providing comprehensive financial services, including asset management, executive planning, insurance risk management, tax planning, and estate management. SFG Wealth Planning Services was designed to cater to the unique financial needs of families, ensuring tailored solutions for wealth preservation and growth. In October 2022, the firm was acquired by Savant Wealth Management, expanding its capabilities and resources to better serve its clients.

Terry Lockridge & Dunn offers tax, accounting, and consulting services.

World Trend Financial is an investment advisory firm located in Cedar Rapids, Iowa. The company specializes in providing a range of financial services, including individual retirement planning, estate planning, insurance analysis, and education planning. It also offers comprehensive portfolio analysis and family office services to assist both individuals and businesses in managing their financial affairs. By focusing on tailored financial strategies, World Trend Financial aims to help clients achieve their investment management and financial planning goals effectively.

Alliant Wealth Advisors is a fee-only financial advisory firm headquartered in Virginia, with offices in Reston and Manassas. The firm specializes in providing a range of financial services, including wealth management, financial planning, investment management, and retirement planning. Alliant Wealth Advisors is dedicated to addressing the unique needs of its clients, offering tailored solutions that cater to both short-term and long-term financial goals.

Lumiant is a cloud-based advice and client engagement platform focused on enhancing the client-adviser relationship. The platform enables clients to connect their lives, values, and financial objectives, making the intangible value of financial advice more tangible. It features an administration interface with a dashboard that allows advisers to manage client accounts, facilitate presentations, and engage in collaborative activities. Additionally, it provides insights into clients' portfolios and asset allocations from key investment platforms. By aligning financial strategies with clients' meaningful values and goals, Lumiant aims to foster long-term relationships between advisers and their clients.

Treybourne Wealth Planners, Inc. is an Indiana-based registered investment advisory firm that specializes in providing customized wealth management, investment management, and comprehensive retirement and tax planning services. Operating as a subsidiary of Savant Capital, LLC, the firm caters to individuals, families, and business owners across Indiana and multiple states. Treybourne Wealth Planners aims to enable its clients to effectively address their financial planning and investment management needs through a diverse array of tailored solutions.