Savant Wealth Management partnered with Cedarstone Advisors, a Thousand Oaks, California-based registered investment adviser with approximately $213 million in assets under management. Financial terms were not disclosed.
FP Transitions helped facilitate the transaction.
Founded in 2014, Cedarstone Advisors focuses on comprehensive financial planning for retirees and families throughout Southern California.
The firm is led by Steve Coker, CFP, President, who will join Savant as a member-owner.
Carole Meitler, CPA, Senior Financial Advisor, and Walter Cifuentes, Operations Manager, will also join Savant as employees.
All three team members will continue serving clients from Cedarstone’s Thousand Oaks office.
Savant said Cedarstone’s specialization in serving retirees aligns with its strategy of partnering with firms that have focused advisory practices and strong client relationships.
The partnership is also intended to give Cedarstone access to broader infrastructure and resources while allowing its team to spend more time focused on clients.
The addition of Cedarstone marks Savant’s fifth office in California.
Following the transaction, Savant operates nearly 75 offices across 28 states.
As of September 30, 2026, Savant reported approximately $56.6 billion in assets under management and $2.2 billion in assets under advisement.
The firm provides investment management, comprehensive financial planning, retirement plan services, and family office solutions.
Savant also offers tax and accounting services through Savant Tax & Consulting and estate planning document preparation and related legal services through Savant Legal LLP.
KEY QUOTES:
“Steve Coker and his team have a history of building and maintaining strong client relationships, as well as a commitment to comprehensive financial planning. Their specialization of serving retirees aligns well with Savant’s desire to find firms with focused practices. Just as important, they have fostered a culture that values relationships, continuous improvement, and personalized service.”
Brent Brodeski, CFP, CPA, CFA, MBA, Founder and CEO of Savant Wealth Management
“When I founded Cedarstone, the goal was to create a firm that truly listens to clients and helps them make informed decisions through comprehensive financial planning. As we looked toward the future, it became clear that partnering with a larger organization would allow us to spend more time focused on clients and less time building and managing infrastructure.”
Steve Coker, CFP, President of Cedarstone Advisors
