Scott’s Approach
Scott R. Brown
CPA/PFS
Managing Partner / Financial Advisor / Member Owner
Overview
Scott Brown serves as a managing partner and financial advisor in Savant’s Dover and Lewes, Delaware, offices, where he helps individuals and families build thoughtful financial plans aligned with their long-term goals.
Involved in the financial services industry for more than 20 years, Scott previously led Wealth Management Group, LLC from 2001 until it joined Savant in 2023. Earlier in his career, he spent many years as managing partner for R.F. Book & Associates, P.A. CPAs, which later joined Savant Tax & Consulting.
Scott earned a bachelor’s degree in accounting from Wilmington University in Delaware. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants.
Active in his community, Scott sits on the Bayhealth corporate board of directors. He serves as chair-elect and chairs its Business and Investment Committee, where he helps guide the organization’s strategic and financial direction. He also supports the Boys & Girls Clubs of Delaware, where he serves as a trustee for the organization and is a board member of the Greater Lewes Foundation.
When he isn’t working with clients or serving in community roles, Scott enjoys traveling with family and friends, relaxing at the beach, and sampling Napa Valley red wines. He is an avid sports fan who stays active with golf, tennis, and cycling.
Credentials
- Certified Public Accountant / Personal Financial Specialist
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.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- Wilmington University
Bachelor of Science in Accounting
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
Affiliations
- Bayhealth – corporate board member, chair-elect, Business and Investment Committee chair
- Boys & Girls Clubs of Delaware – trustee
- Greater Lewes Foundation – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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