Douglas’s Approach
Douglas R. Morton
CFP®
Financial Advisor / Member Owner
Overview
Douglas “Doug” Morton serves as a financial advisor in our Lincolnshire, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional, he helps individuals and families navigate many aspects of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Doug began his career in financial services in 2001 and joined Savant in 2020 following Huber Financial Advisors’ transition to Savant. He earned a bachelor’s degree in economics from Hope College in Holland, Michigan, and a certificate in financial planning from DePaul University in Chicago.
Based in the Chicago suburbs, Doug enjoys water skiing in the summer, playing ice hockey in the winter, and traveling with his wife and children.
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.
Education
- Hope College
Bachelor of Arts in Economics - DePaul University
Certificate in Financial Planning
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.