Obermeyer Wood Investment Counsel, LLLP’s Post

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/H2hP30sC5XI View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/At4S30sC164 View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/l1oQ30sC0Ci View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/FKeV30sC2gJ View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/l0Rw30sC5Q2 View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/o4Nz30sC5TM View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/HkxQ30sC0bZ View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Savant Wealth Management has been ranked fifth among firms with $5 billion or more in assets under management (AUM) on USA Today’s list of the Best Financial Advisory Firms in the United States, and earned the no. 12 spot overall.🦉💙 View the Press Release: https://ow.ly/HEXn30sC070 View the Full List: ow.ly/BKYQ30sC058 2024 USA Today’s Best Financial Advisory Firms: This annual ranking published in April 2024 was based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers. Savant did not pay a fee to be included in this ranking. The ranking was tabulated by market research firm Statista to rank the top 500 RIA firms. Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, 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 the Company is engaged, or continues to be engaged, to provide investment advisory services.

Do you know what you’re getting when you hire a financial advisor? Here’s the difference between financial planning and investment management.

Congratulations to The King, Barrios & Bartlett Investment Group for being named to the 2024 Forbes Best-In-State Wealth Management Teams. I am honored to work with such an incredible group of people. https://bit.ly/3SN5IHl - The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.