Savant Wealth Management Partners with Exencial Wealth Advisors and Heller Wealth Management [Yahoo! Finance]
Heritage Financial Corporation (HFWA)
Last heritage financial corporation earnings: 4/30 08:00 am
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US:NASDAQ Investor Relations:
snl.com/irweblinkx/yearlynews.aspx?iid=1024198
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Source: Yahoo! Finance
ROCKFORD, Ill., March 31, 2026 BUSINESS WIRE Savant Wealth Management , a fee-only registered investment adviser (RIA), announced new partnerships with Exencial Wealth Advisors and Heller Wealth Management , further accelerating the firm's national growth strategy and expanding its presence in key markets. Advisor Growth Strategies, LLC, assisted in facilitating both deals. Savant did not disclose financial details. The partnership with Exencial Wealth Advisors represents Savant's largest deal to date, surpassing the firm's recently announced partnership with Heritage Financial in March. Exencial, an Oklahoma-based RIA with $6 billion in assets under management and a multi-state footprint, significantly expands Savant's scale and geographic reach. Savant also partnered with Heller Wealth Management, a Melville, New York-based RIA with approximately $550 million in assets under management. The partnership strengthens Savant's presence in the New York metro area and aligns two firm
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HFWA
News
- Heritage Financial (HFWA) had its price target lowered by Piper Sandler from $35.00 to $34.00. They now have an "overweight" rating on the stock.MarketBeat
- Heritage Financial Announces Earnings Release Date and Conference CallPR Newswire
- Assessing Heritage Financial (HFWA) Valuation After Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA [Yahoo! Finance]Yahoo! Finance
- Massachusetts-Based Heritage Financial Joins Savant Wealth Management [Yahoo! Finance]Yahoo! Finance
HFWA
Earnings
- 1/22/26 - Beat
HFWA
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/23/26 - Form 8-K
- 3/20/26 - Form ARS
- HFWA's page on the SEC website