Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Brent Brodeski
Chief Executive Officer / Financial Advisor
Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation.
Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's.
Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.
Robert Morrison
Chief Strategy and Innovation Officer
Rob has been involved in the financial services industry since 2000. He served as president of Huber
Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since
2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul
University. He co-authored the book Victory Lap Retirement, second edition.
Rob donates his time as an appointed director of the Western Golf Association, which administers the
Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also
serves as a mentor at Buffalo Grove High School's entrepreneurship program.
Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to
Michigan, sports, theater, and music.
Dennis Covington
Managing Director
Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital
Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior
institutional consultant with TIAA and a staff accountant with KPMG.
Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active
participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian
State University Foundation Board.
Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton
Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time,
they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.
General Information |
Firm Start Year: | 1986 | |
Name of Custodial Firm: | Schwab, TD Ameritrade, Fidelity |
Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
Advisory Services Provided: | Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting |
Services |
Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI) |
Can meet clients in the following ways: | Email, Phone, Our Office, Our Offices, Video Conference |
Firm Information |
Firm's Number of Clients: | 10,000+ |
Assets Managed by Firm: | $19.4 Billion |
Compensation and Fees |
Fee Structure: | Fee-Only |
Compensation Methods: | Based on Assets |
Disclosures |
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf https://savantwealth.com/disclosure-brochures/ |
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Mon. | 8:00 AM - 5:00 PM |
Tue. | 8:00 AM - 5:00 PM |
Wed. | 8:00 AM - 5:00 PM |
Thu. | 8:00 AM - 5:00 PM |
Fri. | 8:00 AM - 5:00 PM |
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