Early in 2002, I did what some people thought was crazy: I left the corporate accounting world to strike out on my own. It wasn’t because I lacked opportunities, but because I wanted what many entrepreneurs want — independence, flexibility, and most important, the chance to make a significant impact on people’s lives. I decided to integrate tax, financial, and investment strategies for families and small businesses with two practices: a tax and accounting business and a wealth management one.
It’s hard to believe that 19 years ago, I started our firms in a six-by-eight-foot office that I had to enter sideways to have any hope of maneuvering around my desk! Today, we’ve grown to a firm of 10 people, managing more than $250 million in assets, and serving nearly 300 families. I also have four partners now: Becky Stroud, Ramey Becker, Chris Carlson, and Melissa Orlando.
Our success has come from hard work and the determination to always do the right things for our clients. That’s why, after months of deliberation, we’ve decided to take the next step in the evolution of our businesses: I’m pleased to announce that AMDG Financial will soon join Savant Wealth Management, a fee-only fiduciary firm based in Rockford, Illinois. AMDG Business Advisory Services will become part of Savant Tax & Consulting, a sister firm. We expect the deal to close later this week.
More Resources and a Deeper Bench
While our businesses have been successful, our partner team has been focused on the future of our firm and how best to provide you with the high-quality tools and resources to assist you at each stage of your life. Our goals included improving technology and security, adding services to provide a better client experience, and making a significant impact on even more people’s lives. We decided that joining Savant Wealth Management could help us meet those goals and much more.
Savant is a nationally recognized firm that has operated for more than 35 years. Our team will represent Savant in Michigan, and join the firm’s other offices in Arizona, New Mexico, Virginia, and Wisconsin to serve even more families. With Savant, our range of services will grow to encompass all these critical areas:
- Comprehensive wealth management
- Investment management
- Financial planning
- Estate planning and wealth transfer
- Tax advice and preparation
- Trust services
- Accounting and consulting services
- Company retirement plans
With these important disciplines under one roof, we’re confident that clients will have all the resources necessary to help prepare for retirement, save money on taxes, plan their legacies, operate businesses, or help employees plan for their futures.
Client Relationships Won’t Change
Our transition to Savant will put more “horsepower” under the hood, but it won’t change the way we work with our clients. If you work with us now, here’s what you can expect:
- Your adviser and team support will remain the same;
- We will continue to manage your investment portfolio, advise you on financial and tax matters, and meet with you as appropriate;
- There will be no changes to your fees, custodian, or accounts;
- Our offices will remain at 218 S. Main Street in Plymouth; and
- Our tax and accounting team will continue to offer the same services to our clients in the same way we do now.
Our entire team is delighted to partner with Savant to bring you an advisory relationship filled with a robust service offering and the local presence you’ve enjoyed since 2002. If you have any questions, please contact us or call the office at 734-737-0866.