John’s Approach
John C.H. Hendricks
CFP®, CEP®
Financial Advisor
Overview
John Hendricks serves as a financial advisor in Savant’s Doylestown, Pennsylvania office, where he focuses on comprehensive financial planning for individuals and families. John applies his background as a CERTIFIED FINANCIAL PLANNER® professional and Certified Equity Professional® (CEP®) to help clients navigate wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analyses, debt management, and education funding strategies.
John began working for Savant when SFG Wealth Planning joined the firm in 2022. He began his financial planning career at SFG in 2018. Earlier in his career, he worked as an executive assistant for a major real estate developer in the greater Philadelphia area, where he strengthened his organizational and client‑focused approach.
He earned a bachelor’s degree in finance and management information systems from Temple University in Philadelphia.
John and his wife, Cassondra, live in Telford, Pennsylvania, with their twin children, Noah and Ella. Outside of work, John enjoys traveling, spending time at the beach, meeting new people, and cheering on Philadelphia sports teams. He is actively involved in his local church, and his faith in Jesus is an important part of his life.
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.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
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.
Education
- Temple University
Bachelor of Business Administration in Finance and Management Information Systems
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Equity Professional®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by John C.H. Hendricks
1 insight
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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.