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Savant Advisor Earns Chartered Retirement Plans Specialist Designation

cpovalitis November 21, 2016 Comments Off on Savant Advisor Earns Chartered Retirement Plans Specialist Designation
David McCormick-Goodhart, financial advisor with Savant Capital Managment

David McCormick-Goodhart, financial advisor with Savant Capital Management

McLean, VA (November 17, 2016) Savant Capital Management, a nationally-recognized fee-only wealth management firm, is pleased to announce that financial advisor David McCormick-Goodhart earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation.

The CRPS® program is available to professionals who specialize in creating, implementing, and maintaining retirement plans for businesses. The program covers design, installation, administration, and maintenance of retirement plans. Additionally, to receive the CRPS® designation individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

McCormick-Goodhart works out of Savant’s McLean, VA office and is a member of the Advisory Team. As a financial advisor, he is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. He regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.

McCormick-Goodhart earned a bachelor of science degree in accounting and a MBA from Mount St. Mary’s University. He is a Certified Public Accountant (CPA), holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA), and is a CERTIFIED FINANCIAL PLANNER™ professional. McCormick-Goodhart is a member of the AICPA, the Maryland Association of Certified Public Accountants (MACPA), and the Financial Planning Association (FPA). He joined Team Savant in May 2015.

About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $4.7 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. For more information about Savant or to view our Important Disclosures, go to www.savantcapital.com.

Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which is awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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