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Savant Wealth Management
Tel: 215-345-5601 3655 Route 202 Doylestown, PA 18902
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

Brent
Brent Brodeski
Chief Executive Officer / Financial Advisor

Brent earned a B.S. degree in finance and economics and an MBA from Northern Illinois University. He is a co-founder of Zero Alpha Group, and a co-founder of the Alliance for RIAs, a prestigious industry group that together manages nearly $50 billion. He is a member of the Young Presidents' Organization (YPO) and serves on the boards of the Northern Illinois University Foundation and the Rock Valley College Foundation. Brent was named by Chicago magazine as the #1 independent financial advisor for the Chicagoland area in 2009 and one of the nation's top professional advisors by J.K. Lasser. He represented Savant for the 7th year on Barron's list of the "Top 100 Independent Financial Advisors" in the country and in 2017 was ranked by Forbes as #40 on their top 250 wealth advisors list. From 1997 until the survey ended in 2008, Brent appeared on Robb Report Worth magazine's "The Nation's 100 Most Exclusive Wealth Advisors" list. In 2011, Brent was named the nation's 10th "Most Experienced Independent Financial Advisor" by Bloomberg Businessweek. He was named "one of the 17 people advisors should watch in 2017" by Financial Planning magazine. He is a regular columnist for Financial Planning magazine, and is recurrently featured in local, industry, and national media including the Wall Street Journal and Barron's. Brent enjoys traveling, wine, collecting art, boating, fine dining, and spending time with family and friends at their lake house in Lake Geneva, WI. During the 2020 pandemic he became a level 3 sommelier.

Robert
Robert Morrison
Chief Strategy and Innovation Officer

Rob has been involved in the financial services industry since 2000. He served as president of Huber Financial Advisors from 2012 until it joined with Savant in 2020 and has been coaching clients since 2001. Rob earned a bachelor's degree in business with a minor in communications from DePaul University. He co-authored the book Victory Lap Retirement, second edition. Rob donates his time as an appointed director of the Western Golf Association, which administers the Evans Scholars Foundation, a private charity that provides full college scholarships to caddies. He also serves as a mentor at Buffalo Grove High School's entrepreneurship program. Rob and his wife Emily have three children and two (mostly amenable) dogs. They enjoy trips to Michigan, sports, theater, and music.

Dennis
Dennis Covington
Managing Director

Dennis has been involved in the financial services industry since 1992. He served as CEO of Capital Directions until it joined with Savant in 2023. Prior to joining Capital Directions, Dennis was a senior institutional consultant with TIAA and a staff accountant with KPMG. Dennis earned a bachelor's degree in accounting from Appalachian State University. He is an active participant in Vistage, a CEO coaching and peer advisory organization, and serves on the Appalachian State University Foundation Board. Dennis is an active member of Alpharetta (GA) Methodist Church and a supporter of North Fulton Community Charitie' Circle of Hope. Dennis and his wife Katherine have two children. In their free time, they enjoy golf, snow skiing, and supporting the App State Mountaineers and Clemson Tigers.

John
John Hendricks
Financial Advisor

John worked for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Prior to joining SFG, he was an executive assistant for a major real estate developer in the greater Philadelphia area. John earned a bachelor's degree in finance and management information systems from Temple University. He is a CERTIFIED FINANCIAL PLANNER professional. John and his wife Cassondra reside in Telford, PA, where they raise their twin son and daughter, Noah and Ella. John enjoys traveling, time at the beach, and meeting new people. He is an avid sports fan.

Charles
Charles Steege
Financial Advisor / Managing Director

Chuck has been involved in the financial services industry since 1985. He founded SFG Wealth Planning, which joined with Savant in 2022. Chuck is an advisor to senior-level executives of public companies, helping them unlock the value from their varied and complex stock-based compensation plans and equity awards. Chuck earned a bachelor of arts degree in psychology from Gordon College. He is a CERTIFIED FINANCIAL PLANNER professional, a Certified Equity Professional (CEP), and a Certified Kingdom Advisor® (CKA®). Chuck enjoys traveling and entertaining guests with his wife, Sue, and spending as much time as he can with his children, grandchildren, and family. He is very active in his church and enjoys the game of golf for social reasons, as well as taking in the arts and periodically a Broadway production.

Matthew
Matthew Witter
Financial Advisor

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 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. Matt earned a bachelor of science degree in finance with an accounting minor from West Chester University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER professional, a Certified Equity Professional (CEP), a Chartered Financial Consultant® (ChFC®), and an Accredited Investment Fiduciary® (AIF®). Matt and his wife Katie have three children. He enjoys serving on a nonprofit board, traveling, sports, and spending time with friends and family.

General Information
Firm Start Year:

1986

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)

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

Preferred meeting methods
I provide a free initial consultation:

Yes

35 Years of Experience
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
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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