VETTED

Savant Wealth Management
Tel: 404-237-8881 400 Northridge Road Atlanta, GA 30350
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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Our Team

Brent
Brent Brodeski
Chief Executive Officer / Financial Advisor

Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation. Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's. Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.

Robert
Robert Morrison
Chief Strategy and Innovation Officer

Rob has been involved in the financial services industry since 2000. He served as president of Huber Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since 2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul University. He co-authored the book Victory Lap Retirement, second edition. Rob donates his time as an appointed director of the Western Golf Association, which administers the Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also serves as a mentor at Buffalo Grove High School's entrepreneurship program. Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to Michigan, sports, theater, and music.

Dennis
Dennis Covington
Managing Director

Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior institutional consultant with TIAA and a staff accountant with KPMG. Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian State University Foundation Board. Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time, they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.

Richard
Richard O'Donnell
Financial Advisor / Team Lead

Richard has been involved in the financial services industry since 2006. He served as a wealth advisor and director of financial planning for Capital Directions until it partnered with Savant in 2023. Richard helps business owners, senior-level executives, and other high-net-worth individuals navigate investment decisions, estate planning, retirement planning, and charitable gift strategies. Richard earned a bachelor's degree in history with a minor in economics from DePauw University in Greencastle, IN and is a CERTIFIED FINANCIAL PLANNER professional. He grew up in Cincinnati and lives in Atlanta with his wife, daughter, and their two dogs.

Miriam
Miriam Falaki
Financial Advisor

Miriam has been involved in the financial services industry since 2012. She was a wealth advisor for Capital Directions from 2019 until it joined with Savant in 2023. Prior to joining Capital Directions, Miriam was a senior financial advisor and assistant vice president for a national brokerage company. Miriam earned bachelor’s degrees in international business and French, both from Georgia State University, and is a CERTIFIED FINANCIAL PLANNER professional. She completed the Cultivating Hispanic Leaders Institute program from the J.W. Fanning Institute for Leadership Development at the University of Georgia. Miriam is a first-generation American from Morocco and has traveled the world both personally and professionally. She speaks Arabic, French, and Spanish. Miriam is a mentor for 3rd Decade, a nonprofit focused on providing financial education and mentoring for young adults. She is also an active member of the Rotary Club of Buckhead. In her spare time, she enjoys volunteering within the community, traveling, and participating in local 5K runs. Miriam and her husband Rodrigo reside in Dunwoody, GA with their two daughters.

Evan
Evan Goldfuss
Financial Advisor

Evan has been involved in the financial services industry since 2018. He was a wealth advisor for Capital Directions until it joined with Savant in 2023. Evan earned a bachelor’s degree in finance with specializations in both personal wealth management and insurance from the University of Alabama. He is a CERTIFIED FINANCIAL PLANNER professional. Outside of the office, Evan enjoys traveling and spending time in the great outdoors.

Terry
Terry Hartigan
Financial Advisor

Terry has been involved in the financial services industry since 1993. He was a principal and served as managing director of private wealth for Capital Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Terry was a principal with Ashwood Advisors, LLC, and a principal in the tax department at the accounting and advisory firm of Gifford, Hillegass & Ingwersen, LLP. In 1997, he formed Hartigan Financial Advisory, Inc. to serve the demand for fee-only financial planning and investment management consulting in an independent environment. Terry earned a bachelor of business administration degree in finance from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER professional. He is an active member of St. Jude Catholic Church. Terry and his wife Jill have three daughters.

General Information
Firm CRD#:

107271

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Years of Experience in Financial Services:

35

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Compliance
Registered Investment Advisor:

Yes

Acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Preferred meeting methods
I provide a free initial consultation:

Yes

35 Years of Experience
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday8:00 - 17:00
Tuesday8:00 - 17:00
Wednesday8:00 - 17:00
Thursday8:00 - 17:00
Friday8:00 - 17:00
SaturdayClosed
SundayClosed
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