Savant Wealth Management is a fee-only, majority employee-owned firm offering comprehensive financial services, including investment management, financial planning, estate planning, tax advisory, and retirement plan services. They cater to individuals, families, executives, professionals, and businesses.
In November 2023, Savant expanded its presence in South Carolina by acquiring Clinton-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, along with its associated Registered Investment Advisor (RIA) firm, SwaimBrown Wealth Management. This acquisition added approximately $146 million in assets under management and enhanced Savant’s capabilities in the region.
Clinton
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