Savant Wealth Management
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Joseph P. Marmorato

CFP®, CPA

Senior Tax Strategy Advisor / Team Lead / Member Owner

717.393.9721

Overview

Joseph “Joe” Marmorato, CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), serves as a senior tax strategy advisor and team lead in Savant’s Lancaster, Pennsylvania, office. Joe 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.

Before joining Savant, Joe led tax planning at Domani Wealth, where he helped clients navigate complex financial decisions until the firm joined Savant in 2023. He began his career in financial services in 2012 and continues to bring a client-first mindset to every engagement.

Joe is a member of the New Jersey Society of Certified Public Accountants and the American Institute of Certified Public Accountants, Tax Section. He holds a bachelor’s degree in accounting from Quinnipiac University in Hamden, Connecticut.

Outside of work, Joe enjoys reruns of The Office and counts Amsterdam among his favorite travel destinations.

Areas of Focus

Joseph’s Approach

A personal approach and thoughtful guidance delivered with care, clarity, and insight shaped by your vision and goals.

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.

Tax Advisory & Preparation

Education

  • Quinnipiac University
    Bachelor of Science in Accounting

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Public Accountant

Affiliations

  • New Jersey Society of Certified Public Accountants – member
  • American Institute of Certified Public Accountants (AICPA), Tax Section – member

Insights & Perspectives

Thought leadership on wealth management, tax strategy, and financial planning.

Office Locations

Serving clients from our Lancaster office.

Lancaster

1869 Charter Lane
Suite 302 Lancaster, PA 17601
t. 717.393.9721

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Disclosures

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.

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