Matthew P. Witter
CFP®, CEP, ChFC®, AIF®
Financial Advisor / Member Owner
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Benjamin Graham
Skip to content
Articles &
Education &
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.
Articles &
Media
Education &
Designations
- West Chester University
Bachelor of Science in Finance - CERTIFIED FINANCIAL PLANNER® professional
- Certified Equity Professional (CEP)
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
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.