Daniel Holdridge Joins Savant Wealth Management

Savant Wealth Management (formerly Savant Capital Management) has welcomed Daniel Holdridge as a financial advisor in the firm’s Madison office. Holdridge joined Savant on Oct. 5.

As a financial advisor, Holdridge is a member of the firm’s Advisory Team and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He is a subject matter expert on health insurance planning for early, pre-Medicare retirees. In his new role, Holdridge will regularly meet with clients, advisors, portfolio managers, accountants, attorneys, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.

Holdridge has been involved in the financial services industry since 2016, primarily focusing on providing personal financial planning and fiduciary investment advice to high net worth families and retirees, business owners, and medical professionals. Prior to joining Savant, he worked as a financial advisor for the wealth management affiliate of a top 25 public accounting firm in Green Bay, where he was the primary relationship manager for about 60 individuals, families and retirement plans. Holdridge earned a Bachelor of Business Administration in finance from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional.

About Savant Wealth Management

Savant Wealth Management, formerly known as Savant Capital Management, is a leading independent, fee-only firm serving clients for 30 years with more than $8.3 billion in assets under management. 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.

Savant is headquartered in Rockford, IL, with locations in Bloomington, Chicago, Downers Grove, Freeport, Hoffman Estates, Lincolnshire, Naperville, Peoria, St. Charles, Sterling, and Wilmette, IL; Phoenix, AZ; Santa Fe, NM; Madison and Park Falls, WI; and McLean, VA. Please see Important Disclosures at savantwealth.com.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.