We are proud to list three book authors among the ranks of our industry thought leaders. Their published works include The Allocator’s Edge, Victory Lap Retirement, Retirement Heaven or Hell? and The Entrepreneur’s Guide to Financial Well-Being. We invite you to learn more about them and the other distinguished thought leaders on our team.
Phil is the chief investment officer for Savant Wealth Management and is the author of The Allocator’s Edge, a modern guide to alternative investments and the future of diversification. As both a wealth management practitioner and an investment industry thought leader, Phil is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios designed to help fulfill long-term financial goals and objectives. Phil and his blog bpsandpieces.com have been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.
Rob is the chief strategy and innovation officer at Savant Wealth Management. He is also a co-author of Victory Lap Retirement, second edition, and a contributor to Retirement Heaven or Hell: Which Will You Choose? A wealth manager for more than 20 years, Rob has coached many clients through their Victory Lap transitions. He is a passionate advocate for his clients and enjoys speaking about the changing face of work and retirement. In 2021, Rob co-authored Savant’s research on how investors view retirement today, and how they might re-imagine it if given the choice. The report, “The Death of Retirement: New Thinking on the Next Chapter,” formed the foundation for reshaping how Savant works with clients to envision their ideal futures.
Wayne is a financial advisor, managing director of Savant’s office in Plymouth, MI, and author of the book, The Entrepreneur’s Guide to Financial Well-being. In writing The Entrepreneur’s Guide, Wayne drew on his personal experience and professional background to help entrepreneurs find and build a lasting relationship with a financial advisor who understands their unique needs. At Savant, Wayne continues to work with individuals, families, and entrepreneurs to integrate their tax, financial, and investment strategies.
Books are for general educational purposes only and are not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Savant is engaged, or continues to be engaged, to provide investment advisory services.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.