Chase’s Approach
Chase A. Hutter
CFP®
Financial Advisor / Member Owner
Overview
Chase Hutter serves as a financial advisor in our Vienna, Virginia, office, where he focuses on comprehensive financial planning strategies tailored to client goals.
As a CERTIFIED FINANCIAL PLANNER® professional, Chase guides clients through key areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income planning, insurance needs analyses, debt management, and education funding strategies.
Before joining Savant, Chase built a diverse background across the financial services industry. His experience includes roles as a sports investment banker with Whitecaps Sports Group in Tampa, and as an investment counselor for a large registered investment advisory firm, where he supported clients in both West Coast and Costa Rica offices. He also worked as a financial advisor for a national brokerage firm, further strengthening his client-focused approach.
Chase remains active in his community, volunteering with Big Brothers Big Sisters of Washington, District of Columbia, and supporting local youth ice hockey programs. His commitment to mentorship and community involvement reflects his client-centered philosophy.
He earned a bachelor’s degree in finance, with a minor in pre-law and history, from Southern Illinois University-Edwardsville.
Chase enjoys traveling and cooking, and he follows the Chicago Bears and Notre Dame football. He is also a season ticket holder for the Washington Capitals.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Education
- Southern Illinois University-Edwardsville
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Big Brothers Big Sisters of Central Illinois – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Washington, Wall Street, and the Midterms: Separating Political Noise from Investment Fundamentals
What could the 2026 midterm elections mean for your portfolio? Learn how to separate political noise from investment…
Medigap Birthday Rule: 2026 States and How It Works
The Medigap birthday rule lets eligible retirees in some states switch Medicare Supplement plans each year without medical…
Can You Contribute to an HSA After Enrolling in Medicare?
Working past 65? Learn how Medicare and Social Security affect your HSA contributions and how to use your…
Lifestyle Creep Isn’t Always a Problem: When It’s Okay to Spend More
Lifestyle creep isn’t always a mistake. A financial advisor on telling intentional spending from drift, and the questions…
All Insights by Chase A. Hutter
8 insights
Washington, Wall Street, and the Midterms: Separating Political Noise from Investment Fundamentals
What could the 2026 midterm elections mean for your portfolio? Learn how to separate political noise from investment…
Medigap Birthday Rule: 2026 States and How It Works
The Medigap birthday rule lets eligible retirees in some states switch Medicare Supplement plans each year without medical…
Can You Contribute to an HSA After Enrolling in Medicare?
Working past 65? Learn how Medicare and Social Security affect your HSA contributions and how to use your…
Lifestyle Creep Isn’t Always a Problem: When It’s Okay to Spend More
Lifestyle creep isn’t always a mistake. A financial advisor on telling intentional spending from drift, and the questions…
Winter Storm Prep and Financial Planning: Same Playbook, Different Forecast
Prepare your finances as you prepare for a winter storm. Learn how proactive planning, regular reviews, and timely…
Are You Playing Offense with Your Wealth or Stuck on Defense?
Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying…
Raising Stewards, Not Spenders: Helping to Empower the Next Generation
Wealth alone won’t last. Learn how to raise the next generation as stewards by instilling values, discipline, and…
Call Center or Confidant? Finding a Financial Advisor You Can Trust
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.