Donald’s Approach
Donald G. Wylin
CFP®
Managing Partner / Financial Advisor / Member Owner
Overview
Donald Wylin, managing partner and financial advisor, works from Savant’s Plymouth, Michigan, office, where he focuses on comprehensive financial planning for individuals and small business owners. With more than 30 years in the financial services industry, he helps clients navigate complex decisions around retirement planning, tax strategies, wealth transfer, and philanthropy with clarity and purpose.
As a CERTIFIED FINANCIAL PLANNER® professional, Donald advises clients on retirement income optimization, cash flow planning, estate and income tax strategies, insurance needs analysis, debt management, and education funding. He served as president and owner of BDK Financial Services until it joined Savant in 2024. He began his career in 1992 and has remained committed to helping clients take deliberate steps toward their long-term goals.
Donald earned a bachelor’s degree in finance with a minor in mathematics from Western Michigan University in Kalamazoo. He lives in Michigan with his wife, Susan, and values time with their family and grandchildren. He enjoys golfing, hiking, and traveling, and he actively gives back to the community through Rotary involvement and local food bank projects.
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
- Western Michigan University
Bachelor of Science in Finance with a minor in Mathematics
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.