Robert’s Approach
Robert J. Witt
CFP®, RICP®
Financial Advisor / Member Owner
Overview
Robert “Bob” Witt is a financial advisor in our Lincolnshire, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional and a Retirement Income Certified Professional® (RICP®), Bob focuses on helping individuals transition into retirement and provides comprehensive financial planning services, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Bob has worked in the financial advisory industry for more than 25 years. He joined Savant in 2020 through its acquisition of Huber Financial Advisors, where he served clients for 13 years. Bob earned a bachelor’s degree from the University of Wisconsin–Stevens Point.
He and his wife, Michelle, have both an older set of twins, Ellie and Megan, and a younger set of twins, Ian and Taya. Bob’s family enjoys rooting for both the Wisconsin Badgers and the Tennessee Volunteers, traveling, and spending time with friends and relatives in northern Wisconsin.
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 Wisconsin–Stevens Point
Bachelor of Science
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Retirement Income Certified Professional®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by Robert J. Witt
1 insight
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SearchDisclosures
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.