ROCKFORD (WIFR) – Savant Capital Management, a fee-only wealth management firm with nine offices in three states, is now offering its successful, time-tested investment and planning advice to online investors through a new service called eSavant Advisor.
As one of the industry’s first online financial planning, I investment and wealth management firms, eSavant Advisor offers each client a dedicated team to personally assist in identifying their needs and helping to craft their vision of an ideal financial future.
eSavant Advisor, which is easily accessed through www.esavantadvisor.com, leverages and applies Savant’s financial expertise with convenient access to its world-class investment solutions, integrated wealth management and planning philosophies that the company has been delivering for more than 26 years.
As a fee-only advisor, Savant receives no compensation or benefit from brokerage services, commissions, or finder’s fees. The organization independence allows it to remain unbiased in helping clients.
Unlike other internet‐based investment firms, eSavant Advisor clients are assigned a dedicated financial advisor and a client service representative to help them build their ideal future. Clients will benefit from the consistency and personal approach of having a specific advisor dedicated to their account. eSavant Advisor is the ideal solution for busy individuals, retirees who frequently travel, and those who are located outside of Savant’s existing markets that desire access to one of the nation’s top advisory firms.
“eSavant Advisor’s goal is to enhance the quality of life for each of our clients, wherever they live,” said Brent Brodeski, CEO of Savant Capital Management. “We recognize that each client has specific financial and retirement goals and we want to help them make smart investment decisions that will ultimately make them feel good about their future. eSavant Advisor allows clients to enjoy the freedoms of today’s technology to help them pursue their goals in an efficient, timely, and geographically independent environment. And, we remain committed to the belief that a personal relationship is still key for our clients.”
Savant Capital Management, a fiduciary advisor, consistently looks to expand its offerings to best serve clients. Since its inception in 1986, Savant has added investment management capabilities and opened new offices to accommodate nearly 3,000 clients in more than 40 states. Rapid innovations in web‐based communications, including online meeting software, have made it easier to work with clients no matter where they are located. These technological advancements led Savant to discover that a growing number of individuals prefer to conduct business online.
In 2012, Savant had the opportunity to acquire InvestSimply LLC, a start‐up internet‐based Registered Investment Advisor (RIA). InvestSimply’s founder, Steven Geri, also joined the firm, knowing that combining the expertise of InvestSimply with Savant’s personalized approach would allow investors to access a top financial advisor regardless of their location.
“We’ve been servicing clients remotely for years. eSavant officially launches our targeted approach to provide that robust, personal relationship and quality advisory services to others in a more efficient and effective manner by leveraging the latest technology,” said Brodeski. “It frees up individuals who are currently tied to a financial manager because of where they live, to now engage in the full‐service investment and financial planning of Savant Capital Management.”
eSavant Advisor provides investors with financial planning strategies and online wealth management investment solutions through a web‐based interface. There are clear, distinct advantages of eSavant Advisor: Clients maintain an online relationship with Savant, yet still benefit from the same disciplined, tax‐efficient investment approach offered to all Savant clients.
“Our approach ensures that we can meet and work with clients where they are located. And that they do not sacrifice high‐quality, personalized service for convenience – at eSavant Advisor, you
can have both,” said Geri.
eSavant Advisor is now accepting new clients. For more information on eSavant Advisor, log on to www.esavantadvisor.com or call 855.ESAVANT (372.8268).