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Savant Wealth Management acquires Delaware-based Raymond F. Book & Associates and Wealth Management Group
Other - JULY 24, 2023

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Savant Wealth Management acquires Delaware-based Raymond F. Book & Associates and Wealth Management Group

by Released

Savant Wealth Management has acquired Dover, Dela.–based Raymond F. Book & Associates, P.A., and its affiliated fee-only RIA, Wealth Management Group, which has assets under management of $376.3 million as of June 30.

“Partnering with Savant will help us accelerate our growth, and provide our clients additional resources, such as estate planning and trusts,” said Scott Brown, CPA/PFS, managing partner of Wealth Management Group.

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