Savant Wealth Management
Matthew P. Witter CFP®, CEP, ChFC®, AIF®, Financial Advisor, Savant Wealth Management in Doylestown, PA
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Matthew P. Witter

CFP®, CEP®, ChFC®, AIF®

Financial Advisor / Member Owner

215-345-5601

Overview

Matthew “Matt” Witter, a financial advisor in our Doylestown, Pennsylvania, office, focuses on helping senior-level executives of public companies navigate the complexities of stock-based compensation and build personal financial confidence. He guides clients through integrated financial planning that aligns long-term goals with practical strategies.

As a CERTIFIED FINANCIAL PLANNER® professional, Certified Equity Professional (CEP), Chartered Financial Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®), Matt provides direction in wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow planning, retirement income optimization, insurance reviews, debt management, and education funding.

Matt entered the financial services field in 2009 and later served as co-owner and senior vice president of SFG Wealth Planning until it joined Savant in 2022. He earned a bachelor’s degree in finance with an accounting minor from West Chester University of Pennsylvania.

Away from work, Matt enjoys serving on a nonprofit board, volunteering at church, traveling, sports, CrossFit, and spending time with his wife Katie and their four children.

Areas of Focus

Matthew’s Approach

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

Comprehensive Wealth Management

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Comprehensive Wealth Management

Financial Planning

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Financial Planning

Investment Management

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Investment Management

Estate Planning & Wealth Transfer

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Estate Planning & Wealth Transfer

Trust Services

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Trust Services

Education

  • West Chester University
    Bachelor of Science in Finance

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Equity Professional®
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®

Insights & Perspectives

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

Office Locations

Serving clients from our Doylestown office.

Doylestown

3655 Route 202
Suite 140 Doylestown, PA 18902
t. 215-345-5601

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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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