Matthew P. Witter
CFP®, CEP, ChFC®, AIF®
Financial Advisor / Member Owner
"Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Benjamin Graham
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Matt is a financial advisor in Savant’s Doylestown, PA office. He has a membership interest in Savant.
Matt specializes in guiding senior level executives of public companies toward personal financial peace of mind. More specifically, he helps manage the complexities of their stock-based compensation.
As a CERTIFIED FINANCIAL PLANNER® professional, a Certified Equity Professional (CEP), a Chartered Financial Consultant® (ChFC®), and an Accredited Investment Fiduciary® (AIF®), Matt is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Matt has been involved in the financial services industry since 2009. He was a co-owner and senior vice president for SFG Wealth Planning from 2018 until it joined with Savant in 2022.
Matt earned a bachelor of science degree in finance with an accounting minor from West Chester University of Pennsylvania.
Matt and his wife Katie have three children. He enjoys serving on a nonprofit board, traveling, sports, CrossFit, and spending time with friends and family.
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Education &
Designations
- West Chester University of Pennsylvania
Bachelor of Science in Finance - CERTIFIED FINANCIAL PLANNER® professional
- Certified Equity Professional (CEP)
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.