Our Team
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.
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.
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.
1986
Schwab, TD Ameritrade, Fidelity
Non-Profit Organizations, Individual Investors, Businesses
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
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Yes
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
Based on Assets
10,000+
$19.4 Billion
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
Additional Detailed Disclosures
