Daryl Dagit
CFP®, CRPS®, CEP
Savant Wealth Management
Financial Advisor/Market Manager
Daryl Dagit
CFP®, CRPS®, CEP
Savant Wealth Management
Financial Advisor/Market Manager
Being a fiduciary and being able to bring a team of professionals to the table to solve my clients’ problems are what brought me to Savant. What keeps me here is the integrity of the firm and commitment to help others. - Daryl Dagit, CFP®, CRPS®, CEP
Fee-Only financial planner located in Peoria, IL, serving clients locally and across the country
Daryl Dagit is a Peoria, IL fee-only financial planner. Savant Wealth Management provides comprehensive wealth management, investment management, and objective financial planning to help individuals, families, and businesses across the nation organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daryl Dagit is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Daryl Dagit is a member of the Advisory Council, an internal panel that provides input on ways to improve the client experience. He has been involved with financial planning and asset management since 1986. Prior to joining Savant, he was a financial advisor with a national investment group for 18 years. He also held positions as a branch manager, regional training manager, and district manager. During his tenure he supervised a $130 million portfolio, nine managers throughout Illinois, and 34 employees and was recognized with numerous company awards and citations for his superior performance.
Daryl earned a bachelor of science degree in finance from Illinois State University. He is a member of the National Association of Personal Financial Advisors, the Estate Planning Council of Central Illinois, and the Financial Planning Association. He is the treasurer for the Pekin to Peoria St. Jude Run and treasurer for St. John’s Church in Pekin. He is a board member for the ISU College of Business Institute for Financial Planning and Analysis, president of the Peoria Symphony Orchestra, and a mayor-appointed member of the Pekin Planning Committee.
Daryl and his wife Laura have three children. He enjoys boating, golfing, gardening, woodworking, and sporting clay shooting.
Daryl Dagit is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Perhaps you want to retire early, travel the globe, buy a second home, fund higher education for your family’s next generation, contribute to your community, or leave a legacy for multiple generations.
Getting to your ideal destination requires planning, focus, coordination, and the ability and willingness to adapt as you encounter challenges along the way. Your first step is to determine what type of future you desire – where do you really want to go? From there Savant can serve as your financial guide by helping you identify a starting point, the direction you are heading, and the best route along the way.
For 30 years, we have provided integrated investment management, financial planning, tax preparation and advisory, and family office services to financially established individuals, trust funds, retirement plans, and non-profit organizations.
We do not sell products, and thus are able to deliver objective fiduciary advice and fully transparent service to you, our clients. Additionally, Savant does not receive benefits from brokerage services, commissions or finder’s fees. This independence allows us to remain impartial and do what is in your best interest, giving you the peace of mind that comes from engaging in only the most trusting relationship.
Savant approaches every client relationship as a fiduciary – someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the client's best interest.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daryl Dagit is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daryl Dagit is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Daryl Dagit is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Daryl Dagit is a Chartered Retirement Plans Specialist® (CRPS®)Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
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Daryl Dagit is a Certified Estate Planner™ (CEP®)The CEP program was created by The National Institute of Certified Estate Planners (NICEP) . A CEP® professional has obtained an expertise around the financial, legal and tax aspects of estate planning allowing for a deeper understanding of the complexities estate planning presents. The CEP® designation is earned upon completion of distinctive coursework and the passing of a proctored examination by the NICEP. The designation is maintained through association with professional estate planning peers, meeting continuing education requirements, and upholding the NICEP’s code of ethics.
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Daryl Dagit Writes for The Peoria Magazine: "Who Was Your First Financial Advisor? Take a Guess!"
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Daryl Dagit is Quoted on CNBC: "INVESTOR TOOLKIT New job? How to become a retirement-plan rollover champ"
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Daryl Dagit is Quoted in US News and World Report: "Sell Stocks Year-Round to Minimize Tax Losses"
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Daryl Dagit is a Member of the Estate Planning Council of Central Illinois
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Daryl Dagit Serves on the Finance, Insurance and Law Advisory Board for the College of Business at Illinois State University
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Daryl Dagit Shares Some Newlywed Financial Tips on WMBD THIS MORNING
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Daryl Dagit Contributes to Peoria Magazine: "When Can I Retire?"
Contact Daryl Dagit
Office Locations:
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7308 N. Willow Lake C
Peoria, IL 61614
