3655 Route 202, Suite 140
Doylestown, PA 18902
t: 215.345.5601
At Savant Wealth Management, our fiduciary financial advisors in Doylestown, PA, remain dedicated to providing personalized financial guidance tailored to your life and goals. As a fee-only, majority employee-owned firm with over three decades of experience, we offer comprehensive financial advice grounded in transparency, integrity, and your best interests.
We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains. Whether you’re planning for retirement, optimizing your investments, or preparing for a wealth transfer, our team is here to help guide your journey.
Schedule a consultation with our Doylestown financial advisors, located at 3655 Route 202, today.
Savant combines national resources with strong local roots to provide high-touch, fiduciary financial advice in Doylestown. Our goal is to help provide clients objective insights and a collaborative team that prioritizes transparent communication and individualized strategies. With deep expertise across multiple financial disciplines, we work hard to earn your trust and help you make confident financial decisions at every stage of life.
Our Doylestown office offers a full spectrum of comprehensive financial services designed to support your evolving needs. Whether you’re looking for investment and retirement planning or guidance around tax strategy and estate planning, our advisors are committed to helping provide coordinated, long-term solutions tailored to your unique financial goals.
Our Doylestown-based advisors bring together years of experience and a client-first philosophy to serve individuals and families throughout the community. As fiduciaries, we remain committed to placing your interests above all else. We offer informed advice, strategic planning, and the personal support needed to help you pursue your ideal future.
Explore the curated guides, tools, and assessments available below to help support your financial decision-making. We designed these resources to provide clarity and confidence as you navigate key moments in your financial journey, whether you’re preparing for retirement, managing your investments, or evaluating your current advisory relationship.
If you’re ready to take the next step toward financial clarity and confidence, our local team is here to help. Contact our Doylestown office at 215.345.5601 or schedule your introductory consultation. Discover what we believe are the advantages of working with a fiduciary advisory firm that puts your goals first, right here in Doylestown.
A fiduciary financial advisor must act in your best interests. At Savant, this standard helps to ensure that every recommendation we make is transparent, objective, and focused solely on helping you pursue your financial goals.
Your initial consultation will include a conversation about your financial priorities, current situation, and long-term goals. We’ll explain how our process works and outline the next steps in developing your personalized financial plan.
Our office provides access to a wide range of financial services, including retirement planning, investment management, estate planning strategies, and tax-efficient wealth strategies. We offer all our services by a coordinated team of specialists.
You’ll find our Doylestown office at 3655 Route 202, Suite 140. We are just off U.S. 202 near Swamp Road, about 10 minutes east of downtown Doylestown. Free parking is available on-site.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
