Stewart’s Approach
Stewart D. Whitt
CFP®, CRPC®, MS
Financial Advisor / Member Owner
Overview
Stewart Whitt is a financial advisor in Savant’s Huntsville, Alabama, office, where he focuses on comprehensive financial planning and retirement strategies. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), he guides individuals and families through wealth transfer, philanthropy planning, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Stewart entered the financial services industry in 2008 and previously served as a financial advisor with Bridgeworth before it joined Savant in 2023.
He serves on the boards of the Alabama Golf Association – Youth On Course and The Arc of Madison County. He is a member of the University of Alabama A‑Club and Leadership Alabama’s ALI Class of 2024–2025. In 2024, the Huntsville Business Journal named him to its Top 40 Under 40 list1.
Stewart earned a bachelor’s degree in investment management and a Master of Science (MS) in human environmental sciences from the University of Alabama.
Stewart grew up in Athens, Alabama, where he lives with his wife, Lauren, and two children. A former collegiate golfer at the University of Alabama, he still plays competitively and enjoys helping youth discover the opportunities golf can offer.
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.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
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.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- University of Alabama
Bachelor of Science in Investment Management
Master of Science (MS) in Human Environmental Sciences
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning Counselor®
Affiliations
- Alabama Golf Association – Youth On Course – board member
- The Arc of Madison County – board member
- University of Alabama A-Club – member
- Leadership Alabama ALI Class of 2024-25
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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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.
1 2024 Huntsville Business Journal Top 40 Under 40: The 2024 Huntsville Business Journal Top 40 Under 40 was published in May 2024. The top 40 Under 40 listing is open to all Huntsville professionals under 40 years of age via nominations from the local business community. Individuals selected for this annual list have proven themselves to be instrumental in their company’s accomplishments and success. Savant did not pay a fee to be included in this ranking.