Madison, WI (August 9, 2016) – Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce the addition of Mary Lynch as a financial planner in the Madison office. In her role, Lynch works closely with the Advisory Team to prepare client financial plans and develop tax strategies for clients. She is also responsible for gathering, organizing and synthesizing client data to support financial advisors in developing planning and investment strategies.
Prior to joining Savant, Lynch worked as a financial planning associate for an advisor to high net worth clients based in Mt. Horeb, WI. She earned her bachelor of arts degree in art history from Northwestern University and a master’s degree in business administration with a concentration in general management from the University of Chicago Booth School of Business.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with over $4.5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning 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.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions such as being named a top RIA firm by Financial Planning magazine, Financial Advisor magazine and InvestmentNews and being recognized by Barron’s magazine as a top advisor in the United States.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.