Matthew P. Witter

CFP®, CEP, ChFC®, AIF®

"Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” – Benjamin Graham

3655 Route 202 Suite 140 Doylestown, PA 18902
215-345-5601

Matt has been involved in the financial services industry since 2009. He was a co-owner and senior vice president for SFG Wealth Planning from 2018 until it joined with Savant in 2022. Matt specializes in guiding senior level executives of public companies toward personal financial peace of mind. More specifically, he helps manage the complexities of their stock-based compensation.

Matt earned a bachelor of science degree in finance with an accounting minor from West Chester University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Equity Professional (CEP), a Chartered Financial Consultant® (ChFC®), and an Accredited Investment Fiduciary® (AIF®).

Matt and his wife Katie have three children. He enjoys serving on a nonprofit board, traveling, sports, CrossFit, and spending time with friends and family.


Education &
Designations

  • West Chester University of Pennsylvania
    Bachelor of Science in Finance
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Certified Equity Professional (CEP)
  • Chartered Financial Consultant® (ChFC®)
  • Accredited Investment Fiduciary® (AIF®)

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.

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.