Savant Wealth Management Names Patrick Lawlor to Lead Mergers and Acquisitions

Savant Wealth Management announced that Patrick Lawlor, CFP®, CFA®, has joined the firm as Head of Mergers and Acquisitions. Lawlor most recently served as president and head of M&A at The Mather Group, LLC, an independent, fee-only wealth management firm headquartered in Chicago. In his new role at Savant, Lawlor will work with CEO Brent Brodeski to lead the firm’s inorganic growth efforts in support of Savant’s goal of achieving three-to-five times growth over the next five years. Savant achieved five acquisitions in 2022, and plans a significantly accelerated pace for M&A activity in 2023 and beyond.

“In 2021 we re-capitalized to provide Savant significantly more growth capital to accelerate from incremental to exponential growth. In 2022, we focused on strengthening our advisory leadership team to better position Savant for future growth. Now, we’re ramping up our growth engine by significantly expanding our M&A team, accelerating the size and volume of our M&A activity, and developing cutting-edge technology that will differentiate our client experience and help generate organic growth,” said Brent Brodeski, CPA, CFP®, CFA®, MBA. “Patrick has an amazing track record for spearheading growth initiatives, and will be instrumental in crystallizing our value proposition to RIA firms looking for a growth partner.”

“I was specifically attracted to Savant because of the firm’s long-term vision and philosophy toward M&A,” said Lawlor. “Many firms are aggregators that are focused on capital raising. Savant’s approach is to attract founder-driven, fee-only RIAs with a planning-first mindset and a desire to remain relevant. That core difference, along with Savant’s culture and vision for growth, helps distinguish the firm as a leader in the industry.”

In addition to its multiple strategic hires, Savant invested $3 million in Australian fintech firm Lumiant last year, and is working with the company to develop a platform designed to create a more personalized client experience and portal. Brent Brodeski serves on Lumiant’s board of directors.

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


©2023 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.