Matthew Paul Witter

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2017
  H.D. Vest Advisory Services
  Horsham, PA
• 03/2016 → 11/2017
  The Sharp Financial Group
  Horsham, PA
• 11/2017 → 01/2018
  Sharp Financial Services, Llc
  Horsham, PA
• 01/2018 → 11/2022
  Sfg Investment Advisors, Inc.
  Doylestown, PA
• 11/2022 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2018-01-25 → 2022-12-31
  Sfg Investment Advisors, Inc.
  Doylestown, PA
• 2017-11-06 → 2018-01-29
  Sharp Financial
  Horsham, PA
• 2016-03-17 → 2017-12-31
  Avantax Advisory Services
  Horsham, PA
  Dallas, TX
• 2012-01-25 → 2016-03-10
  Canon Capital Investment Advisory
  Harleysville, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant