Vienna, VA Office
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Savant Wealth Management
Enterprise
Firm-wide stats for Savant Wealth Management
About
Savant Wealth Management serves individuals, families, pension and profit‑sharing plans, charitable organizations, corporations, and high‑net‑worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm also delivers related implementation services through affiliated entities, including accounting and business advisory (SABA), an affiliated law firm (Savant Legal), and trust services under its Savant Private Trust arrangement.
The firm’s investment approach blends evidence‑based, model‑driven asset allocation using mutual funds and ETFs with a suite of actively managed strategies and sub‑advised mandates. Savant’s actively managed offerings can include individual equities, fixed‑income securities, options and derivative overlays, the use of margin or securities‑backed lines of credit, custom indexing, and a digital advice option through Betterment for Advisors, all overseen by an investment committee and periodic fiduciary reviews.
Distinctive features include the firm’s scale — roughly $55.6 billion in AUM with about 397 advisors, yielding AUM per advisor above $200 million, a relatively uncommon level that supports broader in‑house capabilities and centralized resources. Savant’s branded divorce transition program (Wife2CFO), its integrated accounting and legal affiliates, private trust operations, and placement/cash‑depository relationships are notable operational differentiators that can affect service delivery and create potential conflicts of interest to consider.
Based on Savant Wealth Management
Expertise
Based on Savant Wealth Management
Location
1945 Old Gallows Road, Suite 505
Vienna VA 22182
Advisors at this office
6
Advisors at this office
Dennis R
Series 65
Vienna, VA
Savant Wealth Management
Dennis Reilly is a Series 65-registered financial advisor at Savant Wealth Management with two years of industry experience. He is also a Customer Advisory Director at Collibra, a data intelligence software company. Prior to his current roles, he worked at SAS for five years. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, and institutional clients. The firm combines evidence-based asset allocation with actively managed strategies and offers a range of affiliated services including legal, accounting, and trust services.
Aaron P
CFP®
Vienna, VA
Savant Wealth Management
Aaron Pearson is a CFP® professional with four years of industry experience, currently serving at Savant Wealth Management. His prior experience includes roles at Brighton Jones, Mountain America Credit Union, and KeyBank. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.
Joel C
CFP®
Vienna, VA
Savant Wealth Management
Joel Cundick is a CFP® with 12 years of industry experience, currently with Savant Wealth Management since 2020. He previously worked at Savant Capital Management and held roles at Corcoran Group and FSA Wealth Partners. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.
Benjamin M
Series 65
Vienna, VA
Savant Wealth Management
Benjamin Mintz is a financial advisor at Savant Wealth Management in Vienna, VA, holding a Series 65 credential. He has recently entered the industry with experience beginning in 2024. Prior to his advisory role, his background includes positions at The TJX Companies and involvement in educational settings such as Woodrow Wilson Senior High School and Northeastern University. Savant Wealth Management provides comprehensive wealth management and financial planning services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.
Philip C
CFP®, Series 63, Series 65
Vienna, VA
Savant Wealth Management
Philip Corcoran is a CFP®-designated financial advisor with 24 years of industry experience, currently affiliated with Savant Wealth Management. He has been with Savant and its affiliate Savant Capital Management since 2015. 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, retirement plan consulting, and family office services. The firm employs an evidence-based, model-driven investment approach combined with actively managed strategies and offers a range of affiliated services, including accounting, legal, and trust operations.
David M
CFP®, PFS™, Series 65
Vienna, VA
Savant Wealth Management
David Mccormick Goodhart is a CFP® and PFS™ credentialed advisor at Savant Wealth Management with 12 years of industry experience. He has been with Savant since 2015, initially at Savant Capital Management before continuing at Savant Wealth Management. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies, supported by significant in-house resources and affiliated legal and accounting services.
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