Acquiring Company
Savant Wealth Management
Acquired Company
Socha Financial Group
RockfordNew YorkFinancial ServicesFinancial ServicesFinanceLendingDescription
Savant Wealth Management has acquired Socha Financial Group, marking its ninth acquisition of the year. This partnership allows Savant to extend its services in New York, enhancing its comprehensive financial planning approach. Key members from Socha, including Michelle Socha Vang and Jolie McCarthy, will become member-owners of Savant. The acquisition aligns with Savant's strategy of growth through significant M&A activity in the financial sector.
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Based on deal dataFrequently asked
Who acquired Socha Financial Group?
Socha Financial Group was acquired by Savant Wealth Management, based in Rockford. The deal was reported on September 2, 2026. Founded more than 30 years ago, Savant Wealth Management is an SEC registered investment adviser and a leading independent, fee-only firm with nearly $12 billion in assets under management. Savant Wealth Management is privately held and operates in Financial Services.
When did Savant Wealth Management acquire Socha Financial Group?
Savant Wealth Management's acquisition of Socha Financial Group was reported on September 2, 2026. Savant Wealth Management has acquired Socha Financial Group, marking its ninth acquisition of the year. This partnership allows Savant to extend its services in New York, enhancing its comprehensive financial planning approach. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Socha Financial Group do?
Socha Financial Group is a registered investment advisor founded in 1983. The firm specializes in comprehensive planning for individuals, particularly employees and retirees of Corning Inc. It manages approximately $542 million in assets. It is privately held, operating in Financial Services, and is based in New York.
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