Savant Wealth Management

Manassas

Virginia

9161 Liberia Avenue, Suite 100
Manassas, VA 20110
t: 703.878.9050

Wealth Management at Savant Wealth in Manassas, Virginia

Financial Advisors in Manassas, VA

At Savant Wealth Management in Manassas, VA, our fiduciary financial advisors remain committed to providing personalized guidance to help you plan with clarity and confidence. We provide objective advice free from commissions or product sales and put your best interest first. Located at 9161 Liberia Ave., our Manassas office supports individuals, families, and business owners with customized planning and investment strategies tailored to your financial goals.

We typically work with clients who have at least $750,000 in investable assets while also partnering with those who anticipate future financial growth through career development, inheritance, or other life milestones.

You may be approaching retirement, managing complex financial priorities, or coordinating tax and estate planning. Our Manassas-based advisors are available for in-person and virtual meetings to help you create a financial plan that aligns with your vision for the future. Schedule your introductory consultation to explore how Savant can help guide your financial journey.

Why Choose Savant in Manassas for Financial Planning?

Savant Wealth Management helps deliver the strength of a national firm through a local team that understands the needs of clients in Manassas. Our advisors follow the fiduciary standard, meaning your interests come first in every recommendation. We do not earn commissions or promote products, allowing us to focus entirely on helping you make confident financial decisions. With professional experience, industry insight, and a personal approach, our Manassas team is here to support your goals with clarity and care.

Financial Planning Services Offered at Our Manassas Office

At our Manassas location, we provide a full range of comprehensive financial services to support every stage of your wealth journey. Our integrated team approach helps ensure every part of your financial life works in harmony, from investment and retirement planning to estate planning and tax strategies. Explore the service options below to see how Savant can help you pursue your goals.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Meet Our Manassas Financial Advisors

Our advisors in Manassas offer a blend of financial expertise and a commitment to client-focused service. With years of experience and a fiduciary obligation to act in your best interests, they work closely with individuals and families to build strategies that reflect personal values and long-term financial goals. We thoughtfully design each plan to help support your success with clarity and integrity.

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Patrick K. Matala

Savant Private Trust Specialist

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John A. Frisch

CPA/PFS, CFP®

Managing Partner / Financial Advisor

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Rosemary C. Guilliams

CFP®

Financial Advisor

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Jeffrey L. Schatz

MBA, CFP®, CCFC

Financial Advisor

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Dominick J. Parillo

JD, CFP®

Director of Wealth Transfer

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Richard H. Allison

CFP®, EA, MBA

Financial Advisor

View All Manassas Team Members
financial planning tools, Indianapolis, Indiana, Manassas, Virginia

Financial Planning Tools and Resources for Manassas Residents

Smart financial planning starts with access to reliable resources. Our Manassas office offers a variety of tools, checklists, and assessments designed to help you gain insight into your current plan and uncover potential opportunities for improvement. Whether you are mapping out retirement or reassessing your strategy, we believe these materials can help support your path forward with greater confidence.

financial advisor Manassas, Virginia

Connect with a Financial Advisor in Manassas, VA, Today

Start building a financial plan that reflects your goals with support from a local fiduciary advisor. Call our Manassas office at 703.878.9050 or schedule your consultation today. We are here to provide personalized guidance and help you make informed decisions with confidence.

What does it mean to work with a fiduciary financial advisor in Manassas?

A fiduciary advisor must act solely in your best interests. At Savant, we follow this principle by offering transparent advice tailored to your financial goals and free from commissions.

What should I bring to my first meeting with a financial advisor in Manassas?

You should bring recent financial statements, tax documents, a summary of your assets and liabilities, and any estate planning materials. This helps us understand your full financial picture and build a strategy suited to your needs.

How do I get to the Savant office in Manassas, VA?

Conveniently located at 9161 Liberia Ave., Suite 100, in downtown Manassas, we’re just a short drive from the Prince William Parkway. Ample parking is available on-site.

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

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.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Planner Ebook

Ideal Futures® Financial Health Assessment

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.

How Can We
Help?

Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.

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