Savant to acquire $321 million RIA firm
The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners.
Savant Wealth Management, a Rockford, Illinois-based registered investment adviser managing $11 billion, will acquire Treybourne Wealth Planners, a Greenwood, Indiana-based RIA managing $321 million.
Terms of the acquisition, which is expected to close at the end of August, were not disclosed.
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