Robert J. Witt

CFP®, RICP®

Financial Advisor / Member Owner

The most satisfying part of my career is the relationships I have built with my clients. Sharing their concerns and looking for ways to help them pursue their goals is very rewarding. I try to treat every client like I would treat a member of my family.

475 Half Day Road Suite 210 Lincolnshire , IL 60069
847.541.6888

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.


Articles &
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Education &
Designations

  • University of Wisconsin–Stevens Point
    Bachelor of Science
  • CERTIFIED FINANCIAL PLANNER® professional
  • Retirement Income Certified Professional® (RICP®)

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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