John Frisch
CPA/PFS, CFP®, AIF®, PPC®
Savant Wealth Management
Financial Advisor / Managing Director
John Frisch
CPA/PFS, CFP®, AIF®, PPC®
Savant Wealth Management
Financial Advisor / Managing Director
At the age of 10, I charted stocks and spent my allowance on books about the stock market and Wall Street. Fifty-plus years later I still learn something new every day. - John Frisch, CPA/PFS, CFP®, AIF®, PPC®
Fee Only Financial Planner Located in Northern Virginia and Serving Clients Nationwide
John Frisch 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, John Frisch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John Frisch has been involved in the financial services industry since 1985 when he started as assistant controller of The Rushmore Group, a mutual fund company, and later managed its broker-dealer. In 1992 he became vice president of Voss & Co., an independent broker-dealer, and in 1995 he founded Alliant Wealth Advisors, where he served as president until it joined with Savant in 2022.
John earned a bachelor’s degree in accounting and information systems from Geneva College in western Pennsylvania. He is a Certified Public Accountant (CPA) and has obtained the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA). John is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and a Professional Plan Consultant (PPC®).
Strongly committed to community service, John founded the Prince William Financial Institute to provide networking and education opportunities for financial professionals in Prince William, VA. He served on the three-county Battlefield Advisory Board for Branch Bank & Trust Co. (BB&T) for 15 years and was a four-year member of the Finance Committee for the Prince William Chamber of Commerce.
Due to John’s special concern for the families who lost loved ones in the 9/11 terrorist attacks, he has continuously served as a docent at the 9/11 Pentagon Memorial in Arlington since the program’s inception in 2009. Away from work, John enjoys competitive ultra-running (running distances of 50 km or more) and boating and is an avid fan of D.C.’s professional sports teams. He lives with his family in Manassas, VA, on the Occoquan River.
John Frisch 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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John Frisch 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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John Frisch 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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John Frisch 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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John Frisch is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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John Frisch is a Professional Plan Consultant™Advisors specifically interested in building their retirement plan advisory business pursue the Professional Plan Consultant® (PPC®) Designation. This training course teaches advisors a framework for managing successful and compliant 401(k) plans. Those who successfully earn their PPC® Designation demonstrate to clients and prospects their knowledge of ERISA requirements for employer-sponsored retirement plans and their ability to carry out plan services with a fiduciary standard of care.
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John Frisch is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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John Frisch is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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John Frisch is Quoted on FinancialAdvisorIQ: "Savant Acquires Alliant Wealth Advisors in Virginia"
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John Frisch is Mentioned in Financial Advisor Magazine: "Savant Bulks Up Virginia Presence With Alliant And Its $262M AUM"
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John Frisch is Inverviewed as a Fianncial Expert on Retire Wire: "401K ROLLOVER TO IRA"
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John Frisch is a Regular Contributor to InsideNova
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John Frisch is Quoted by Reuters: "Personal Finance: How to help a grieving friend? Paperwork"
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John Frisch has continuously served as a docent at the 9/11 Pentagon Memorial in Arlington since the program’s inception in 2009.
Contact John Frisch
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
