Summary: A couple of years ago, the principals of two high-profile financial advisory firms, one from Virginia, one from Chicagoland, were looking across a desk at one another pondering a merger of their firms when they came to a moment that almost crashed the whole thing.
 We responded by delivering a far more robust value proposition that included comprehensive advice, eliminated conflicts of interest, focused on an evidence-based investing strategy, recognized the importance of minimizing taxes, eliminated unneeded speculation and approached marketing different."bBrent Brodeski, CEO, Savant Capital Management.
|
Your session has expired!
To continue, please log in again.
Your session is about to expire!
You will be logged off in seconds.
Do you want to continue your session?
