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.
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.
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.
Winter Storm Prep and Financial Planning: Same Playbook, Different Forecast
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Call Center or Confidant? Finding a Financial Advisor You Can Trust
Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.
All Insights by Chase A. Hutter
4 insights
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
Not all financial professionals hold the same qualifications. Before committing to anyone, ask about their credentials.
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SearchDisclosures
Certification 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.