Savant Wealth Management Acquires Heller Wealth Management

Savant Wealth Management has significantly expanded its New York operations by integrating Heller Wealth Management, a firm managing approximately $550 million in assets. This strategic move, finalized on March 31, 2026, not only adds a second New York office for Savant but also deepens its foothold on Long Island, a key growth market for wealth advisory services.

The acquisition brings Larry Heller, founder of Heller Wealth Management, and key leadership members Greg Moss, Belinda Tsui, and Ian Heller into the Savant fold as member-owners. This integration ensures continuity for Heller's established client base while providing them with access to Savant's extensive suite of financial planning resources, including advanced tax, estate, and trust services. The broader Heller staff has transitioned to Savant employees, continuing operations from their existing Melville, New York location.

This union is underpinned by a shared commitment to fiduciary responsibility and a planning-led approach to wealth management. Heller Wealth Management, established in 1992, has cultivated a reputation for fostering enduring client relationships across individuals, families, and business owners. Savant, a national firm with a growing network of 66 offices across 26 states, manages roughly $50 billion in assets and $1.9 billion in assets under advisement, making this addition a substantial enhancement to its overall scale and service capabilities.

The wealth management sector continues to see robust consolidation, driven by the need for firms to offer comprehensive services and leverage technology to meet evolving client demands. Savant's strategy of acquiring established, client-centric firms like Heller aligns with this trend, allowing for organic growth through the addition of significant assets and experienced teams. The integration of Heller's expertise is expected to bolster Savant's service offerings, particularly in the affluent and business owner segments.

For Heller Wealth Management, the partnership provides a pathway to enhanced resources and a broader platform without compromising its core values. Larry Heller emphasized that the alignment with Savant ensures the preservation of their client-centric culture and service experience, while simultaneously offering clients access to a more profound level of planning support. Savant's majority employee-owned structure was also a key factor, appealing to the desire for continued team involvement and shared success.

Brent Brodeski, Founder and CEO of Savant Wealth Management, highlighted the strategic importance of this partnership, stating that Heller Wealth Management represents the ideal caliber of firm Savant seeks to collaborate with. He noted the deep trust and thoughtful planning that characterize Heller's client relationships, ensuring a seamless transition and new opportunities for the Heller team within Savant's employee-ownership framework.