Savant Wealth Management

Source Financial Advisors is a distinct independent financial firm offering comprehensive wealth management and investment planning experience in a specialist practice structure. This provides us the flexibility and intellect to position clients for managing life’s milestones – long before they happen. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective wealth management plan that shares our client’s vision for success, so they can forget about the financial details and pursue a life well-lived. Our financial services include wealth management, investment planning, tax planning and insurance coordination, and post divorce financial education and literacy programs

Sortino Advisory Partners is a financial institution that offers retirement planning, wealth management, and investment strategies services.

Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives.

Capital Directions is a wealth management firm that offers specialized services to employers, foundations, and endowments associated with non-profit organizations. The company focuses on asset management for a diverse clientele, including individuals, families, pensions, and corporations. Capital Directions provides comprehensive portfolio management and back-office administration, along with practice management resources and training. Additionally, the firm assists clients with professional prospecting to enhance their investment strategies. Through these services, Capital Directions aims to deliver effective investment solutions tailored to the unique needs of its clients.

SFG Wealth Planning Services, established in 1993 and based in Doylestown, Pennsylvania, is a multi-family office that specializes in asset management, executive planning, and comprehensive financial planning services. The firm provided a range of family office services, including insurance risk management, tax planning, and estate management, all managed by an experienced executive team. In October 2022, SFG Wealth Planning Services was acquired by Savant Wealth Management, marking a new chapter in its commitment to delivering personalized financial solutions to clients.

Terry Lockridge & Dunn provides 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, education planning, and insurance analysis. Additionally, it offers family office services and portfolio analysis to assist both individuals and businesses in managing their financial affairs effectively. By focusing on tailored financial strategies, World Trend Financial aims to help clients navigate the complexities of investment management and achieve their financial goals.

Alliant Wealth Advisors is a fee-only financial advisory firm located in Virginia, with offices in Reston and Manassas. The firm specializes in wealth management, financial planning, investment management, and retirement planning services. Alliant Wealth Advisors is committed to delivering tailored solutions that address the unique financial needs of its clients, supporting both short-term goals and long-term objectives.

Lumiant is an advice and client engagement platform that heroes advice. It has been designed to bring to life the intangible value of your advice, allowing clients to see its impact on their lives.

Treybourne Wealth Planners is an Indiana-based registered investment advisory (RIA) firm and offers customized wealth management, investment management, and retirement and tax planning services throughout Indiana and across multiple states.