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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Brent Brodeski
CEO at Savant Wealth
Speaker

Profile

Brent Brodeski, CFP®, CPA, CFA®, is the founder and CEO Savant Wealth Management and a well-known voice in the independent advisory space.

Brent has been named to Barron’s Top 100 Advisors list more than 10 times and was inducted into the Barron’s Advisor Hall of Fame in 2019, an honor reserved for the top one percent of advisors nationwide. Forbes ranked him among America’s Top Wealth Advisors, and Chicago magazine named him the No. 1 independent financial advisor in the Chicagoland area. He has also been recognized by Bloomberg Businessweek, Robb Report Worth, J.K. Lasser, and Financial Planning magazine.

In 2024, WealthManagement.com named Brent CEO of the Year for firms managing more than $20 billion in assets, and he was included on the Chicago Titan 100 list of the region’s most accomplished leaders for the second consecutive year.

Agenda Sessions

  • The Future of Wealth Management: Strategic Paths to Sustainable Growth

    11:30am