Brodeski Named as a Financial Industry Change Maker

Savant CEO included in Financial Planning’s list of people to watch in 2017

Madison, WI (January 4, 2017) – Brent Brodeski, chief executive officer of Savant Capital Management, a nationally-recognized fee-only wealth management firm, has been selected by Financial Planning as one of the “17 People Advisers Should Watch in 2017.” Brodeski has been included as one of the industry’s key players due to Savant’s new capital structure that will provide the firm with more than $50 million for upcoming M & A deals. He is the only registered investment advisory firm CEO to make the list.

In addition to naming Brodeski to the list, Financial Planning also selected Tim Sloan, CEO of Wells Fargo; Janet Yellen, Fed chairwoman; Andrew Puzder, nominated to be Secretary of Labor; and Abigal Johnson, chairwoman and CEO of Fidelity. Click here to view the full list of Financial Planning’s “17 People Advisers Should Watch in 2017.”

Brodeski is a co-founder of Savant, which manages more than $4.7 billion in assets and employs more than 140 team members. Headquartered in Rockford, IL. , Savant also has 11 offices in the following locations: Chicago, IL; Freeport, IL; Geneva, IL; Hoffman Estates, IL; Naperville, IL; Peoria, IL; Sterling, IL; Wilmette, IL; McLean, VA; Madison, WI; and Park Falls, WI.

In 2016, Brodeski was named to Forbes’ 2016list of America’s Top Wealth Advisors. In addition, Savant has also consistently received other industry recognitions such as being named a top RIA firm by Financial Planning magazine, Financial Advisor magazine and InvestmentNews and being recognized by Barron’s magazine as a top advisor in the United States. 

About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.7 billion in assets under management. As a trusted advisor, Savant Capital 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.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

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SVA Plumb Financial Focuses on Investing with Impact

SVA Plumb Financial has included Impact Investing in their mutual fund models for over ten years.  Only now has this niche concept gained popularity so SVA Plumb Financial would like to emphasize their commitment to investing with impact.  Not only can your investment dollars impact your portfolio, but it can also have an impact that is consistent with your own core values.

Impact Investing, also known as Socially Responsible Investing (SRI), considers environmental, social and corporate governance (ESG) criteria to produce competitive investment returns while also realizing positive societal impact.  You can now invest in funds that support the values or causes you want to encourage. SVA Plumb Financial actively works with leading fund managers in the SRI field to create portfolios aligned with our client’s values.

Consider the power of joining forces with like-minded investors who can collectively align their investment choices to create an impact felt around the globe.  For more information about Socially Responsible Investing, visit the Investing With Impact page on the SVA Plumb Financial website.

About SVA Plumb Financial, LLC

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.

SVA Plumb Financial, LLC is headquartered in Madison, Wisconsin, employs over 45 staff, and has additional offices in Milwaukee and Appleton, Wisconsin as well as Sioux Falls, South Dakota.   Its entities include SVA Plumb Wealth Management, LLC and SVA Plumb Trust Company, LLC. More

A.M. Best Reaffirms A- Excellent Rating of NGL

National Guardian Life Insurance Company (NGL) is pleased to announce that A.M. Best has recently reaffirmed its A- (Excellent) rating. This rating reflects the excellent ability of NGL to meet its ongoing insurance policy and contract obligations and further attests to its financial strength.

“The A- Excellent rating further demonstrates our commitment to over 1.2 million policyholders and 28,000 independent agents who depend on NGL as a strong and reliable insurance company. NGL has the financial strength to be there when needed,” said Brian Hogan, Senior Vice President and Chief Financial Officer at NGL.

A.M. Best is the world’s oldest and most authoritative insurance rating information source. The financial strength rating is based on a comprehensive quantitative and qualitative evaluation of a company’s balance sheet strength, operating performance and business profile.

As a longtime leader in the insurance industry, NGL is dedicated to serving policyholders and partners by offering high-quality products that are among the safest and most stable in the industry.

About NGL

Since 1910, National Guardian Life Insurance Company (NGL), a mutual insurance company, has been located in Madison, Wis. Licensed to do business in 49 states and the District of Columbia, NGL markets preneed and individual life and annuities, as well as group markets products including specialty and student insurance. Additional information about NGL can be found at www.nglic.com; Facebook: Facebook.com/NGLIC and LinkedIn: https://www.linkedin.com/company/national-guardian-life-insurance-company

National Guardian Life Insurance Company is not affiliated with The Guardian Life Insurance Company of America a/k/a The Guardian or Guardian Life.

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