Wayne Titus III
CPA/PFS, AIFA®
Savant Wealth Management
Managing Director, Financial Advisor
Wayne Titus III
CPA/PFS, AIFA®
Savant Wealth Management
Managing Director, Financial Advisor
My goal in life is to make an impact, to leave things better than when I found them, and to do so in a collaborative way for the greater good. I love coaching, mentoring, and hearing from clients, my teammates, and others that I make a difference in their lives. - Wayne Titus III, CPA/PFS, AIFA®
Fee-Only financial planner located in Plymouth, MI, serving clients locally and across the country
Wayne Titus III is a Plymouth, MI fee-only financial advisor. 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, Wayne Titus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Wayne Titus III has been involved in the financial services industry since 1991. He served as the founding partner of AMDG Financial and AMDG Tax & Accounting from 2002 until it joined with Savant in 2021. Before founding AMDG Financial, Wayne was a senior manager for PwC, where he was responsible for developing and implementing the information technology and business process audit approach in support of both financial statement audit and consulting projects for various Fortune 50 clients. At the time of the Price Waterhouse and Coopers and Lybrand merger, he worked at integrating these approaches on the international team in London. Wayne also served as financial audit and systems control manager for Ernst & Young.
Wayne earned a bachelor of arts degree in business administration from Grove City College in PA, a bachelor of science degree in accounting from the University of South Florida, and a master of science degree with honors in employee benefits from John Marshall Law School (now University of Illinois Chicago School of Law). He is a Certified Public Accountant and earned the Personal Financial Specialist credential, and he is an Accredited Investment Fiduciary Analyst® (AIFA®). He is past chair and member of the Michigan Association of Certified Public Accountants’ Financial Literacy Task Force.
Wayne is a member of Rotary International and served as the district governor and club president for Rotary District 6400. He volunteers as an accelerator coach for Entrepreneurs’ Organization. Wayne authored the book, The Entrepreneur’s Guide to Financial Well-Being, and loves to educate others on financial, tax and investment topics by writing columns and through public speaking.
Wayne and his wife Lisa have two married sons and are looking forward to becoming grandparents (when that day comes!). Harper, their golden retriever, is a big part of the family and has spent many days assisting in the office over the years. Wayne and Lisa love to sail on Lake Michigan. In fact, he recently joined a racing crew and is enjoying sailing in the Race to Mackinaw as well as local regattas and weekly events. Wayne is an avid reader, especially about history.
Wayne Titus III 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
-
Wayne Titus III 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.
-
Wayne Titus III 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.
-
Wayne Titus III is an Accredited Investment Fiduciary Analyst® (AIFA®)Accredited Investment Fiduciary Analyst® (AIFA®) Designation training is considered to be the master’s level coursework to the AIF® Designation. AIFA® Designees are certified to perform fiduciary assessments on internal policies, procedures and workflows to verify or certify an entity's conformity to a "Global Fiduciary Standard of Excellence.” Only AIF® Designees in good standing have the foundational skills needed to qualify for the AIFA® Designation training.
-
Wayne Titus III is the Author of The Entrepreneur’s Guide to Financial Well-Being
-
Wayne Titus III is Interviewed on Natfluence
-
Wayne Titus III Discusses How to Navigate the World of Finance on Bitbean CEOs Speak
-
Wayne Titus III Contributes to Multibriefs
-
Wayne Titus III is a Featured Guest on Shock Your Potential Podcast: "An Orienteering Approach to Finances"
-
Wayne Titus III is a Featured Guest on the Abundant Culture Podcast: "Finding A Fiduciary"
-
A Geek Leader Podcasts Talks About Financial Well-Being with Wayne Titus III
-
Wayne Titus III Discusses The Entrepreneur’s Guide to Financial Well-being on The Entrepreneur Way Podcast
-
Wayne Titus III is a Guest on Financial Survival Network: "Higher Tax Rates Coming"
-
Wayne Titus III Provides COVID CARES Act Updates on Influential Entrepreneurs Podcast
Contact Wayne Titus III
Office Locations:
-
218 S. Main Street
Suite A
Plymouth, MI 48170
