Filbrandt Wealth Management joins forces with Savant Wealth Management

Patricia Filbrandt, CFP®, CLU®, ChFC®
Nov 18, 2021

We are pleased to announce that Filbrandt Wealth Management is joining forces with Savant Wealth Management on November 30, 2021. Savant is a well-respected, fee-only wealth management firm based in Rockford, Illinois. We are confident that our merger with Savant will be good for our clients, associates, and shareholders.

Since our firm’s formation in 1994, we have always strived to put our clients’ interests first in every decision. For the last several years we have been planning the future of our firm with this in mind: any firm that we chose to partner with had to share our core values; but above all else, have a deep commitment to putting the client first. By combining the talents and resources of Filbrandt and Savant we are creating a strong firm that will serve our clients and associates well into the future.

Brent Brodeski, CEO of Savant said, “We are thrilled to partner with Filbrandt and to complement their outstanding client service to the university community.” Both firms have independent status and hold themselves to the highest fiduciary standard. 

After the merger, Filbrandt will retain its name and operate as Filbrandt, the University Division of Savant Wealth Management, and continue to be a leader in advisory services to the university community. Much of the client experience will remain the same, including the deep knowledge of university retirement and benefits plans and holistic financial planning services. Current clients will continue to work with their Filbrandt Advisory Team and there will be no changes to client custodians, accounts, or fees.

Our entire team is delighted to be partnering with Savant and enthusiastic about the benefits this will bring our clients. We look forward to continuing to serve locally in Madison, Wisconsin and to enjoy a broader reach to campuses across the nation.

Sincerely,

Michael Filbrandt, CEO and Chairman | Patricia Filbrandt, President

Read Savant’s press release here.


About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with nearly $12 billion in assets under management. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan 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. Read our Important Disclosures here.

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Patricia Filbrandt, CFP®, CLU®, ChFC®

Co-founder and President Patricia Filbrandt is responsible for the daily leadership and direction that allows Filbrandt & Company to grow, prosper and provide the absolute best overall client experience. She believes that providing a truly exceptional...

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