Matthew Witter, financial advisor Doylestown PA

Matthew Witter

CRD Number: 6018893
Current Firm: Savant Wealth Management

Matthew Witter (CRD# 6018893) is an Investment Advisor Representative working at Savant Wealth Management in Doylestown, PA and has over 12 years of experience in the finance industry. Matthew Witter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Savant Wealth Management Rockford, IL Nov 2022 - Current 1
Sfg Investment Advisors, Inc. Doylestown, PA Jan 2018 - Nov 2022 4
Sharp Financial Services, LLC Horsham, PA Nov 2017 - Jan 2018 < 1
H.d. Vest Advisory Services Horsham, PA Mar 2016 - Nov 2017 1
The Sharp Financial Group Horsham, PA Mar 2016 - Nov 2017 1
Canon Capital Investment Advisory Souderton, PA Feb 2011 - Mar 2016 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Matthew P. Witter
Phone Number: 815-227-0300
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    24,398
    MILLIONS
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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