Savant Wealth Management

Paul B. Elfner

CFP®, CDFA®, MS

Planning Strategist / Member Owner

717.393.9721

Overview

Paul Elfner works as a planning strategist in Savant’s Lancaster, Pennsylvania, office, where he helps individuals and families navigate complex financial decisions.

As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® professional, Paul 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 in 2023 through its acquisition of Domani Wealth, Paul worked as a wealth advisor and began his career in financial services in 2013. He holds a bachelor’s degree in finance from Penn State University and a master’s degree in financial services from Saint Joseph’s University in Philadelphia.

Paul is a member of the investment committee for the Pennsylvania Dutch Council of the Boy Scouts of America and completed the Leadership Lancaster Core Class in 2023.

When not in the office, Paul enjoys going to the gym, golfing, and spending time with his goldendoodle, Piper. He and his family love traveling, especially to beach destinations.

Areas of Focus

Paul’s Approach

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

Investment Management

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

Investment Management

Education

  • Penn State University
    Bachelor of Science in Finance
  • Saint Joseph’s University
    Master of Science (MS) in Financial Services

Professional Designations

  • CERTIFIED FINANCIAL PLANNER® professional
  • Certified Divorce Financial Analyst®

Affiliations

  • Pennsylvania Dutch Council of the Boy Scouts of America – Investment Committee member
  • Leadership Lancaster

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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