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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.

Areas of Focus

Chase’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust 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.

Equity Compensation

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.

Family Office Services

Technology Professionals

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Technology Professionals

High-Net-Worth Divorce

Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.

High-Net-Worth Divorce

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

Office Locations

Serving clients from our Vienna office.

Vienna

1945 Old Gallows Road
Suite 505
Vienna, VA 22182

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Disclosures

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.

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