Savant Wealth Management, a leading independent, fee-only firm, has expanded its presence in New York by acquiring Source Financial Advisors, a boutique registered investment advisor (RIA) specializing in serving high-net-worth individuals, particularly divorced and divorcing women.
The firm’s acquisition of Source Financial Advisors, which managed $536 million in assets, marks its first entry into New York state and underscores its commitment to serving clients with diverse financial needs.
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