Daniel’s Approach
Daniel J. Hutcherson
CAIA®, CIMA®, AIFA®, MS, MA
Managing Partner / Financial Advisor / Member Owner
Overview
Daniel “Danny” Hutcherson, managing partner and financial advisor in our Louisville, Kentucky, office, focuses on guiding individuals and families through complex financial planning and health care decisions. Since 1996, Danny has devoted his financial services career to helping clients align their long-term goals with strategies that support financial confidence. He joined Savant in 2024 when Sortino Advisory Partners joined the firm.
At Sortino Advisory Partners, Danny co-founded the firm and served as director of family wealth and fiduciary consulting. He chose Savant for its commitment to excellence and lifelong learning, values that closely match his own approach to client service and professional development. In 2026, AdvisorHub named him to its “250 Advisors to Watch” RIAs ranking, earning him the No. 216 spot in the ranking1.
Danny holds several respected industry designations and is a Chartered Alternative Investment AnalystSM (CAIA®) charterholder, Certified Investment Management AnalystSM (CIMA®), and Accredited Investment Fiduciary Analyst® (AIFA®). He combines these credentials with a deep understanding of planning strategies to help clients navigate decisions related to investment management, retirement, and health-related financial considerations.
Danny’s academic background also shapes his perspective, as he holds three academic degrees, is a doctoral student at Johns Hopkins University’s Bloomberg School of Public Health, and holds fellowship appointments at Harvard Medical School’s Center for Bioethics and Department of Global Health and Social Medicine for the 2026-27 academic year. He earned a Master of Science (MS) with distinction in translational health sciences from the University of Oxford, a Master of Arts in gerontology from the University of Southern California, and a Bachelor of Science degree in business administration in finance from the University of Louisville.
A U.S. Marine Corps veteran, Danny remains active in his community. He serves on the Chicago Scots Board of Governors and supports a range of cultural and civic initiatives. He also enjoys hiking, traveling with his family, and supporting the performing arts.
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
- University of Louisville
Bachelor of Science in Business Administration in Finance - University of Southern California
Master of Arts (MA) in Gerontology - University of Oxford
Master of Science (MS) with distinction in Translational Health Sciences - Johns Hopkins University
Doctoral Student, Bloomberg School of Public Health - Harvard Medical School
Fellow (2026-27), Center for Bioethics and Department of Global Health and Social Medicine
Professional Designations
- Chartered Alternative Investment Analyst®
- Certified Investment Management Analyst®
- Accredited Investment Fiduciary Analyst®
Affiliations
- Chicago Scots Board of Governors – member
- U.S. Marine Corps – veteran
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Protecting Your Wealth from Long-Term Care Costs Video from Savant Wealth Management
Watch the video "Protecting Your Wealth from Long-Term Care Costs" to learn expert strategies on retirement. Get practical…
Navigating Health, Wealth, and Estate Decisions Video from Savant Wealth Management
Watch the video "Navigating Health, Wealth, and Estate Decisions" to learn expert strategies on estate planning. Get practical…
Preserving Your Wealth While Caring for Aging Parents Video from Savant Wealth Management
Watch the video "Preserving Your Wealth While Caring for Aging Parents" to learn expert strategies on financial management….
All Insights by Daniel J. Hutcherson
3 insights
Protecting Your Wealth from Long-Term Care Costs Video from Savant Wealth Management
Watch the video "Protecting Your Wealth from Long-Term Care Costs" to learn expert strategies on retirement. Get practical…
Navigating Health, Wealth, and Estate Decisions Video from Savant Wealth Management
Watch the video "Navigating Health, Wealth, and Estate Decisions" to learn expert strategies on estate planning. Get practical…
Preserving Your Wealth While Caring for Aging Parents Video from Savant Wealth Management
Watch the video "Preserving Your Wealth While Caring for Aging Parents" to learn expert strategies on financial management….
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1 2026 AdvisorHub’s 250 Advisors to Watch: RIAs: This rating was published in June 2026 and was based on data from 12-31-24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/