Daryl’s Approach
Daryl R. Dagit
CFP®, CRPS®, CEP®
Lead Advisor / Financial Advisor / Member Owner
Overview
Daryl Dagit serves as a lead advisor and financial advisor in our Peoria, Illinois, office, where he focuses on comprehensive financial planning for individuals, families, and organizations.
Daryl has more than 35 years of experience in financial planning and asset management, guiding clients through complex decisions tied to retirement planning, wealth transfer, philanthropy, tax planning, and insurance strategies. His work also includes retirement cash flow projections, retirement income structuring, debt management, and education funding planning.
Before joining Savant, Daryl spent 18 years with a national investment group, where he advanced into senior leadership roles. He served as a branch manager, regional training manager, and district manager, overseeing nine managers and 34 employees across Illinois. During that time, he earned multiple company awards recognizing his leadership and performance.
In addition to his advisory work, Daryl has shared his knowledge with adult learners by teaching estate planning classes through Bradley University’s Osher Lifelong Learning Institute and at Illinois Central College.
Daryl remains actively involved in professional and community organizations. He serves on the Illinois State University College of Business Finance Advisory Board and is a board member of Concordia Planning Services, serving on its national board. He also serves as treasurer of the Peoria Symphony Orchestra Foundation and is a member of the Illinois State University Peoria Alumni Association. Professionally, he is a member of the National Association of Personal Financial Advisors (NAPFA), the Estate Planning Council of Central Illinois, and the Financial Planning Association.
He earned a bachelor’s degree in finance from Illinois State University in Normal, Illinois, and is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Plans SpecialistSM (CRPS®), and a Certified Estate Planner™ (CEP®).
Daryl and his wife, Laura, have three children. He enjoys boating, golfing, gardening, woodworking, and sporting clay shooting.
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.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
Education
- Illinois State University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Plans Specialist℠
- Certified Estate Planner™
Affiliations
- National Association of Personal Financial Advisors (NAPFA) – member
- Estate Planning Council of Central Illinois – member
- Financial Planning Association – member
- Peoria Symphony Orchestra Foundation – treasurer
- Illinois State University College of Business – finance advisory board member
- Illinois State University Peoria Alumni Association – member
- Concordia Planning Services – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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SearchDisclosures
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.
CEP®
The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.