John’s Approach
John C.H. Hendricks
CFP®, CEP®
Financial Advisor
Overview
John is a financial advisor in Savant’s Doylestown, PA office.
As a CERTIFIED FINANCIAL PLANNER® professional and Certified Equity Professional (CEP), John is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
John worked for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Prior to joining SFG, he was an executive assistant for a major real estate developer in the greater Philadelphia area.
John earned a bachelor’s degree in finance and management information systems from Temple University.
John and his wife Cassondra reside in Telford, PA, where they raise their twin son and daughter, Noah and Ella. John enjoys traveling, time at the beach, and meeting new people. He is an avid sports fan.
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
- Temple University
Bachelor’s in Finance and Management Information Systems
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Estate Planner™
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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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.