Matthew P. Witter
CFP®, CEP, ChFC®, AIF®

Financial Advisor
Member Owner

Matt has been involved in the financial services industry since 2009. He was a co-owner and senior vice president for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Matt specializes in guiding senior level executives of public companies toward personal financial peace of mind. More specifically, he helps manage the complexities of their stock-based compensation.

Matt earned a bachelor of science degree in finance with an accounting minor from West Chester University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Equity Professional (CEP), a Chartered Financial Consultant® (ChFC®), and an Accredited Investment Fiduciary® (AIF®).

Matt and his wife Katie have three children. He enjoys serving on a nonprofit board, traveling, sports, and spending time with friends and family.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.