How a Podcast Interview Drove Bridgeworth’s Deal with Savant

After listening to a podcast interview featuring Savant CEO Brent Brodeski, DeLynn Zell, the CEO and founder of Bridgeworth Wealth Management, felt compelled to investigate the possibility of forming a partnership with Savant. As a result, Savant and Bridgeworth recently executed a definitive agreement to merge their resources and expect to close by year end. Read more on Financial Planning’s website.

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Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. 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.

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