Jeffrey Schatz
CFP®, CCFC, MBA
Savant Wealth Management
Financial Advisor
Jeffrey Schatz
CFP®, CCFC, MBA
Savant Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Schatz, CFP®, CCFC, MBA
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
Jeffrey Schatz is a Manassas, Virginia 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, Jeffrey Schatz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jeff Schatz was a senior wealth advisor for Alliant Wealth Advisors until it joined with Savant in 2022. He earned a bachelor’s degree from the University of Mary Washington, a master of business administration degree from George Mason University, and a certificate in financial planning from Georgetown University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified College Financial Consultant (CCFC). Jeff is an active member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Jeff and his wife Laura live in Fairfax, VA and have an adult son in Burlington, VT. Jeff is an avid and not-too-shabby tennis player and enjoys traveling, hiking and biking, live theater, cooking and dining out, reading, and trying to keep up with current movies and TV.
Jeffrey Schatz 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.
What Sets Us Apart? Savant's Philosophy
We believe clients often choose to work with Savant for a couple of reasons:
- The value we place on putting clients first, and
- How we interact with clients on an on-going basis
Clients First
We pride ourselves on always acting in the client’s best interest and putting foremost the pursuit of your financial goals. 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 best interests of their client. Learn more >>
Working with Clients to Build Ideal Futures
What is your vision of an ideal future? Perhaps you want to retire early to travel the globe, fund higher education for the next generation, or leave a legacy for multiple generations. Whatever your vision is of an ideal future, we can help you plan for it.
We have been helping investors like you build ideal futures for nearly three decades. Building ideal futures is not just a tag line, it is the reason we come to work every morning. You have a unique vision of your ideal future – let us help crystalize your vision and make a plan for turning it into a reality. Learn more >>
What We Believe
An important key to maximizing your assets, enhancing the quality of your life, and realizing your personal and financial goals is to develop and implement strategies based on sound and unwavering planning and investment philosophies. Such philosophy should be based on time tested principles and common sense. It should be consistent and provide integrated solutions. The philosophy should be effective, not complicated. It should keep you, your advisor, and your resources focused on those decisions and variables that truly make a difference.
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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Jeffrey Schatz 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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Jeffrey Schatz 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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Jeffrey Schatz 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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Jeffrey Schatz is a Certified College Financial Consultant (CCFC)The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation.
Contact Jeffrey Schatz
Office Locations:
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9161 Liberia Avenue
Suite 100
Manassas, VA 20110 -
11921 Freedom Drive
Two Fountain Square, Suite 550
Reston, VA 20190
