Savant Acquires Raymond F. Book and Associates


August 2, 2023

On July 20, 2023, Savant Wealth Management announced the acquisition of Raymond F. Book & Associates.

Under the terms of the agreement, Savant Wealth Management (“Savant”) will acquire Raymond F. Book & Associates (“RFB”) and its affiliated RIA, greatly expanding its accounting and Tax offerings. Further terms of the transaction have not been disclosed. 

Savant, headquartered in Rockford, IL is a financial advisory firm that offers investment management, financial planning, and retirement services to both institutions and individuals. Savant has approximately $20 billion in assets under management.

RFB, based in Lewes, Delaware, is a CPA offering tax planning, accounting, and investment planning services. RFB’s affiliate RIA manages $376 million in client assets.

To read the press release: please click here.

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