Savant Wealth Management Enters Florida with Acquisition of $440 Million FirstWave Financial in Satellite Beach

— Savant Closes 11 New Partnerships in 2023, Adding Offices in Six New States —

Savant Wealth Management announced its acquisition of FirstWave Financial, an independent RIA with $440 million in assets under management (AUM) in Satellite Beach, FL. Terms of the deal, which closed on Dec. 31, 2023, were not disclosed. FirstWave Financial marked Savant’s 11th acquisition of 2023 and followed three transactions that closed on Nov. 30: Clinton, S.C.-based Peay & Associates, LLC, and SwaimBrown Wealth Management, and Alabama-based Bridgeworth Wealth Management.

The addition of FirstWave Financial expands Savant’s growing national footprint to 39 offices in 15 states. “Florida is a key strategic area for Savant, since many of our clients spend their winters there,” said Brent Brodeski, CPA, CFP®, CFA®, MBA, Savant’s chief executive officer. “We now have a highly qualified team in Florida helping clients plan for, and live, their ideal futures.”

Led by Laura Chiesman, CFP®, CDFA®, president of FirstWave Financial and co-author of the book, It’s a Journey: The MUST-HAVE Roadmap to Successful Succession Planning, FirstWave chose to partner with Savant as part of the firm’s succession plan. “To continue to serve our clients and team well into the future at the high level we are committed to, we knew we would need a growth engine that not only offers comprehensive services, such as tax and estate planning, but that also has the important technology resources necessary to compete effectively,” said Chiesman. “Savant’s reputation for excellence in these areas, as well as its aligned culture and vision, made it an attractive partner for FirstWave.”

FirstWave Financial’s 14 employees joined Savant on Jan. 1, 2024, with four becoming member-owners of Savant in addition to Chiesman: Julie Allen, FirstWave’s vice president of business operations, Leslie Carlson, FPQP™, CAP, vice president of client operations, Robert DeVries, MBA, AWMA®, CRPS®, WealthCoach™ and retirement plan specialist, and Jamie Ostrander, WealthCoach™.

Other Savant acquisitions in 2023 included Basil Financial Group in Chicago, Capital Directions in Atlanta, Domani Wealth in Lancaster, PA, Paragon Financial Advisors in Columbia, S.C., The Relaxing Retirement Coach in Wellesley, MA, and R.F. Book & Associates and Wealth Management Group in Dover, DE. For more information about Savant Wealth Management, visit

Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, 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 Savant is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Media Inquiries


©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.