Raymond’s Approach
Raymond F. Book III
CPA/PFS, MST
Financial Advisor / Member Owner
Overview
Raymond “Ray” Book III serves as a financial advisor in Savant’s Dover and Lewes, Delaware, offices, where he helps individuals, families, nonprofits, and business owners navigate complex financial decisions. Ray focuses on strategies for privately owned and closely held businesses, nonprofit organizations, estates, and trusts.
Ray has worked in the financial services industry for more than 35 years. He served as a wealth strategist at Wealth Management Group, LLC, from its launch in 2001 until the firm joined Savant in 2023. He also served as a director for Raymond F. Book & Associates, P.A. CPAs before it joined Savant Tax & Consulting. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).
Professionally, Ray belongs to the AICPA and the Delaware Society of Certified Public Accountants (DSCPA). Additionally, his commitment to community leadership runs deep. Ray is a former president of the Lewes Chamber of Commerce and current treasurer for the Lower Delaware Gridiron Club, the Caesar Rodney–Dover Athletic Club, and First Tee – Delaware. He also volunteers on multiple committees at his church.
Ray earned a bachelor’s degree in accounting from the University of Delaware and a Master of Science (MS) in taxation from Widener University in Chester, Pennsylvania.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Delaware
Bachelor of Science in Accounting - Widener University
Master of Science in Taxation (MST)
Professional Designations
- CPA/PFS
- MST
Affiliations
- American Institute of Certified Public Accountants (AICPA) – member
- Delaware Society of Certified Public Accountants (DSCPA) – member
- Lewes Chamber of Commerce – member
- Lower Delaware Gridiron Club – treasurer
- Caesar Rodney-Dover Athletic Club – treasurer
- First Tee – Delaware – treasurer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Citywire Recognizes Savant as a Top Growth Firm
Savant Wealth Management was named a runner-up on Citywire's 2026 50 Growers Across America list, recognizing the firm's…
Biggest Financial Risks Facing High-Net-Worth Families Video from Savant Wealth Management
Watch the video "Biggest Financial Risks Facing High-Net-Worth Families" to learn expert strategies on financial planning. Get practical…
InvestmentNews Names Jenny Sneed a 2026 Women to Watch Excellence Award Finalist
InvestmentNews names Savant's Jenny Sneed a finalist for the 2026 Women to Watch Award in philanthropy.
Back-to-School Retirement Planning Checklist for Professors
Eight benefit decisions professors should review each fall, from 403(b) limits and catch-up rules to HSAs and taxes.
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call