Jeffrey Schatz

CFP® CCFC® MBA

Financial Advisor

Savant Wealth Management

Manassas, VA

Anywhere / Virtual Meetings

Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.

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Schedule a Meeting

Virtual or Phone

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Things to Know

Savant takes a holistic approach to wealth management, incorporating tax and estate planning.
Our deep bench of professionals can handle the most complex financial situations with wisdom
and compassion.
We take the time to understand our clients’ goals, dreams, and challenges and create a
roadmap for their financial future.
As a fiduciary, our clients are at the heart of every decision and recommendation we make.
Savant Wealth Management is majority employee-owned and founder-led. This built-in
continuity plan allows us to make decisions on behalf of our clients without outside pressure or
obligation.

Get to Know Jeffrey Schatz

Jeff 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. After playing tennis weekly for 20 years, Jeff has joined the ranks of avid pickleball players. He also enjoys traveling, hiking and biking, live theater, cooking and dining out, reading, and trying to keep up with current movies and TV.

I Can Help You With:

Comprehensive Wealth Management
Estate Planning & Wealth Transfer
Accounting & Consulting Services
Investment Management
Tax Planning, Advisory & Preparation
Company Retirement Plans
Financial Planning
Trust Services
Retirement Income Planning
Retirement Plan Rollovers

Ideal Clients:

High Net Worth Families
Executives and Professionals
Retirees and Near Retirees
Medical Professionals
Business Owners and Entrepreneurs
University Professionals
Sudden Money Situations
Equity Compensated Professionals

FAQ with Jeffrey Schatz

What is your fee structure?
Do you have a minimum amount that I need to invest?
How are you different from a brokerage house?
What is evidence-based investing (EBI)?

Our fees are based on a percentage of assets managed. Your financial advisor can provide more specifics.

What is your fee structure?
Our fees are based on a percentage of assets managed. Your financial advisor can provide more specifics.
Do you have a minimum amount that I need to invest?
How are you different from a brokerage house?
What is evidence-based investing (EBI)?

Fee-Only and Fiduciary - Without Exception

Watch Our Video: Fee-Only, Fiduciary, Independent

Fee-Only and Fiduciary: Two Non-Negotiables When Hiring a Financial Advisor

Fee-Only, Fee-Based, and Commission-Based Financial Advisors - What's the Difference?

Jeffrey Schatz's Designations and Affiliations

Media Mentions and Industry Involvement

Office Locations

9161 Liberia Avenue, Suite 100 - Manassas, VA 20110

Advisor Disclosure

Savant Wealth Management (Savant) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Savant is neither a law firm nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. You should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Savant. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.savantwealth.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.