Bridgeworth is proud to announce our plans to join Savant Wealth Management, a fee-only registered investment advisor (RIA) with nearly $21 billion in assets under management (AUM). The two firms have signed a definitive agreement and expect to close before year end.
Bridgeworth co-founder DeLynn Zell, CFP®, will continue to lead the Alabama offices as well as serve in a leadership role at Savant. Zell and current Bridgeworth partners will become member-owners in Savant as well as five newly announced partners also joining Savant as member-owners. The entire Bridgeworth team will join Savant, and the Birmingham and Huntsville offices will remain in their current locations.
“Partnering with Savant fits ideally into the trajectory of our strategic plan,” said Zell, who co-founded Bridgeworth in 2008. “Our desire is to offer clients industry-leading client-facing technology and expanded services, including tax planning and preparation and family office resources,” Zell added. “We are highly aligned in our approach to planning, investments, client service and core values, and look forward to becoming a part of the Savant team.”
“DeLynn and the Bridgeworth team embody all the characteristics we look for in a strong partner,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, chief executive officer of Savant. “As we grow, we are focused on positioning our firm with best-in-class talent, processes, and technology, while seeking to enhance our culture of excellence and client-first principles. As the 2023 InvestmentNews #1 ‘Best Place to Work’ for RIA firms in the country1, Bridgeworth is an excellent fit, and we are proud to welcome their team to Savant.”
Savant and Bridgeworth are both independent with a strong commitment to staying independent. Savant is distinguished by its employee ownership, and Bridgeworth is taking a significant equity stake with several staffers joining as member-owners. In addition to Zell, Bridgeworth’s existing partners include Bridgeworth co-founder, Wayne Harris, CFP®, Brian Hinson, CFP®, CPA, ChFC®, PFS, who will continue to oversee the Huntsville market, Patti Black, CFP®, CSA®, Sam Fitch, CFP®, Jeris Gaston, CFP®, CRPC®, William Hocutt, CFP®, CPA, Zach Ivey, CFA, CFP®, ChFC®, Jeff McCormack, CFP®, and Jenny Sneed, CFP®, ChFC®. Joining this group as member-owners in Savant are Stephen Gunter, MS, CFP®, David LeCompte, CFP®, CRPC®, CFS®, RICP®, Jonathan Millican, CFP®, David Ward, CFP®, and Stewart Whitt, MS, CFP®, CRPC®.
The addition of Bridgeworth will mark Savant’s first partnership in Alabama and will expand Savant’s national footprint to 14 states and 37 offices. Bridgeworth represents Savant’s second-largest acquisition of 2023.
About Bridgeworth Wealth Management
Bridgeworth Wealth Management is a nationally recognized registered investment adviser. Since its founding in 2008, financial planning has been the cornerstone of Bridgeworth. As a leader in the industry, Bridgeworth leverages decades of experience and expertise to serve clients in planning, growing, maintaining, and managing wealth. Bridgeworth is one of the largest groups of CERTIFIED FINANCIAL PLANNER™ professionals in the region, with offices in Birmingham and Huntsville, Alabama. Bridgeworth manages over $2 billion in client assets and has been named the #1 Best Place to Work for Financial Advisors in 2023 and 20211.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years with approximately $20.9 billion in assets under management and assets under advisement (as of 9/30/2023). 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.
1 InvestmentNews Best Places to Work 2021-2023 – Employees participated in optional and anonymous online surveys. Research was compiled by the Best Companies Group on behalf of InvestmentNews. Honorees were ranked solely on their survey results. There was no cost or fees associated.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.