Savant Wealth Management, a nationally recognized, fee-only registered investment advisor, has a presence in Louisville, Kentucky, offering comprehensive wealth management services to individuals and institutions.
In September 2024, Savant expanded its Louisville operations by acquiring Sortino Advisory Partners, a veteran-owned firm specializing in longevity and care planning. This acquisition added approximately $375 million in client assets under management and advisement to Savant’s portfolio.
Kentucky
Own or work here?