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Savant Wealth Management
Tel: 302-644-6850 34382 Carpenters Way Lewes Beach, DE 19958
Wise Counsel
About Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
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Our Team

Orlando
Orlando Ferrer
CFP®

Orlando is a financial advisor in Savant's Lewes, DE office.

As a CERTIFIED FINANCIAL PLANNER® professional, Orlando 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.

Orlando has been involved in the financial services industry since 2014. Prior to joining Savant, he completed a nine-year stint with a global financial services firm, rising through the ranks as an investment associate, senior investment associate, and associate portfolio advisor.

Orlando earned a bachelor of science degree in finance from Florida Gulf Coast University. He volunteers at Feed my Starving Children, Delnor Wiggins State Park, and Boys & Girls Club of America teaching tennis. He also enjoys traveling.

Raymond
Raymond Book
CPA/PFS, MST

Raymond "Ray" Book III serves as a financial advisor in Savant's Dover and Lewes, Delaware, offices, where he helps individuals, families, nonprofits, and business owners navigate complex financial decisions. Ray focuses on strategies for privately owned and closely held businesses, nonprofit organizations, estates, and trusts.

Ray has worked in the financial services industry for more than 35 years. He served as a wealth strategist at Wealth Management Group, LLC, from its launch in 2001 until the firm joined Savant in 2023. He also served as a director for Raymond F. Book & Associates, P.A. CPAs before it joined Savant Tax & Consulting. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).

Professionally, Ray belongs to the AICPA and the Delaware Society of Certified Public Accountants (DSCPA). Additionally, his commitment to community leadership runs deep. Ray is a former president of the Lewes Chamber of Commerce and current treasurer for the Lower Delaware Gridiron Club, the Caesar Rodney - Dover Athletic Club, and First Tee - Delaware. He also volunteers on multiple committees at his church.

Ray earned a bachelor's degree in accounting from the University of Delaware and a Master of Science (MS) in taxation from Widener University in Chester, Pennsylvania.

Scott
Scott Brown
CPA/PFS

Scott Brown serves as a managing partner and financial advisor in Savant's Dover and Lewes, Delaware, offices, where he helps individuals and families build thoughtful financial plans aligned with their long-term goals.

Involved in the financial services industry for more than 20 years, Scott previously led Wealth Management Group, LLC from 2001 until it joined Savant in 2023. Earlier in his career, he spent many years as managing partner for R.F. Book & Associates, P.A. CPAs, which later joined Savant Tax & Consulting.

Scott earned a bachelor's degree in accounting from Wilmington University in Delaware. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants.

Active in his community, Scott sits on the Bayhealth corporate board of directors. He serves as chair-elect and chairs its Business and Investment Committee, where he helps guide the organization's strategic and financial direction. He also supports the Boys & Girls Clubs of Delaware and serves as a trustee for the organization.

When he isn't working with clients or serving in community roles, Scott enjoys traveling with family and friends, relaxing at the beach, and sampling Napa Valley red wines. He is an avid sports fan who stays active with golf, tennis, and cycling.

General Information
Firm Start Year:

1986

No. of Employees:

100-499 Employees

Name of Custodial Firm:

Schwab, TD Ameritrade, Fidelity

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting

Services
Investment Types:

Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Email, Phone, Our Office, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Based on Assets

Firm Information
Firm's Number of Clients:

10,000+

Assets Managed by Firm:

$19.4 Billion

Office Hours
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
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