Transforming Finance: Brent Brodeski’s Mission to Improve a Million Lives
Brent Brodeski, Founder & Chief Executive Officer of Savant Wealth Management
Who is Brent Brodeski?
This blog is inspired by a compelling episode of the Break Free Podcast, hosted by David Mansilla, featuring a trailblazing guest: Brent Brodeski, founder and CEO of Savant Wealth Management.
“I am the founder and chief executive officer of Savant Wealth Management, a leading independent, nationally recognized, fee-only advisory firm. I have the privilege of waking up every day and leading an organization that’s changing the discussion from financial planning and investments to improving a million lives. We do this through working with clients to help them frame what matters to them, and what their priorities and values are. Over the last 30+ years, I learned that what people really care about is how they can use investments and financial planning to create their ideal future.”
In this episode, Brent shares the story behind Savant’s rise, the mindset needed to build a purpose-driven organization, and the lessons every entrepreneur should learn before scaling. From strategy to leadership, his story is a masterclass in how to build something that lasts—and changes lives.
From Start-up to Industry Leader: The Savant Story
Brent didn’t just build a wealth management firm—he built a vision for what financial advising should be. Through thoughtful mergers, talent development, and client-centered values, Savant Wealth Management grew into a nationally recognized firm with billions in assets under management.
His entrepreneurial journey reveals key strategies:
Relentless focus on client outcomes
Strategic reinvestment into people and technology
Clear long-term vision rooted in measurable impact
He explains that true success isn’t about hitting revenue milestones—it’s about whether you’re making a difference in people's lives and helping them achieve their ideal future.
Leadership Through Values and Vision
Brent emphasizes that culture is the most powerful asset in business. He’s deeply intentional about shaping a company culture where purpose and performance align. At Savant, employees aren’t just workers—they’re mission-carriers, invested in improving lives.
As a leader, Brent believes in:
Transparency and trust
Empowerment through ownership
Hiring based on values and vision alignment
This leadership style has helped him attract top talent and retain clients for the long term, proving that value-based leadership isn't just ethical—it's profitable.
Adapt, Innovate, Scale
Brent’s journey hasn’t been without challenges—from economic downturns to industry disruption—but he embraced continuous learning and innovation as part of the process. His advice to entrepreneurs:
Don’t scale chaos—build systems before you grow
Know your numbers—and don’t lie to yourself
Invest in tech—but only when it improves client outcomes
Your team should scale with the mission, not just the business
He highlights how scaling must always be paired with structure, and why growing too fast without purpose can collapse even the best ideas.
Mindset For The Future Entrepreneur
Brent closes with a challenge and encouragement to future business leaders:
“It’s not just about building a business—it’s about building a legacy. One that serves your family, your clients, your team, and your community.”
His story inspires entrepreneurs to reframe their goals—not just around profit, but purpose, people, and progress.
Key Takeaways:
Great businesses are built on great values
Leadership starts with clarity of purpose
Legacy is measured in impact, not just income
Culture isn’t a “nice to have”—it’s a growth strategy
Wealth is just a tool—how you use it defines your success
Whether you’re an early-stage entrepreneur or a seasoned executive, Brent Brodeski’s journey is a roadmap for how to lead with courage, scale with integrity, and build a business that truly changes lives.
Written by Jovilyn Dela Cruz
“Our mission isn’t just to manage money—it’s to help people live their ideal future. When you lead with purpose, success becomes a byproduct.
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