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Paul H

CFP®, ChFC®, Series 63

Jupiter, FL

Savant Wealth Management

Paul Higgins is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026 and previously spent significant time at Heritage Financial Services, Investacorp Inc., and Highland Capital Brokerage. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Equity Recipients (RS/RSU, SOP, ESPP) Options & derivatives strategies ESG / Sustainable investing Real estate investing Tax-loss harvesting Executive Founder/Business Owner Retired Women Professionals Divorced
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