-- The $3.9 Billion Deal Marks Savant’s Largest Partnership to Date --

Savant Wealth Management, a fee-only registered investment adviser (RIA), announced it has partnered with Heritage Financial, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn, and Rockland. The partnership, Savant’s largest, brings together two majority employee-owned firms and expands Savant’s existing footprint in Massachusetts, where it already operates an office in Wellesley. Savant did not disclose the financial terms, and Turkey Hill Management advised Heritage on the deal, which closed Feb. 27, 2026.

Of Heritage’s 47 employees, 15 have joined Savant as member-owners, including Founder and Chairman Charles Bean, III, CLU^®, ChFC^®, and President and CEO Sammy Azzouz, JD, CFP^®. The rest of the Heritage team became Savant employees at closing.

Bean, who founded Heritage in 1995, became familiar with Savant through industry groups and study forums. “Through our collaborations, we determined that partnering with Savant would enable us to expand the services we can offer clients, such as tax and estate planning, and family office services,” he said.

“I’m thrilled to welcome such a talented team to Savant,” said Brent Brodeski, CFP^®, CPA, CFA^®, MBA, founder and CEO of Savant Wealth Management. “As we celebrate 40 years in business, it’s especially meaningful to mark this milestone with our largest partnership to date. Partnering with fiduciary firms like Heritage has been key to helping us scale and deliver on that mission in a strategic way,” Brodeski added.

With Heritage Financial, Savant’s footprint continues to grow in Massachusetts, where it now has four offices, as well as nationally, with 50 offices in 21 states.

View the full release here.

About Savant Wealth Management
Celebrating its 40^th year, Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients with approximately $42.3 billion in assets under management and $1.7 billion in assets under advisement (as of Feb. 28, 2026). In addition to comprehensive wealth management, Savant also offers corporate accounting, tax preparation, payroll, and consulting services through its affiliate, Savant Tax & Consulting, and estate planning document preparation and related legal services through its affiliated law firm, Savant Legal LLP.

Savant is a registered Investment advisor. Please read our Important Disclosures at savantwealth.com.

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"As we celebrate 40 years in business, it’s especially meaningful to mark this milestone with our largest partnership to date."