Justin Smith Earns Chartered Advisor in Philanthropy® Designation

Savant Wealth Management (formerly Savant Capital Management) announced today that Financial Advisor Justin Smith received the Chartered Advisor in Philanthropy® (CAP®) professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services.

Advisors with the CAP® designation are uniquely qualified to help wealthy families create inspired legacy plans. Smith joins more than 1,400 financial advisors to have achieved this designation since 2003. Professionals receiving this designation have taken at least three courses in philanthropic studies and six hours of rigorous exams at the Richard D. Irwin Graduate School, learning about charitable gift techniques and strategies and philanthropic tools such as charitable trusts, private foundations, pooled income funds, and charitable gift annuities. Those earning the CAP® designation help donors improve their communities by maximizing the effective application of their financial resources.

Smith has been involved in the financial services industry since 2005. He specializes in tax-smart retirement planning at Savant and is a frequent speaker on tax-smart philanthropy and retirement planning, as well as Social Security planning. He is a member of the Savant Advisory Team, working from the firm’s Phoenix office. Smith graduated from the University of Michigan, where he studied business and finance.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Media Inquiries


©2020 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management is a Registered Investment Advisor. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant Wealth Management is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Savant Wealth Management did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Savant Wealth Management by any of its clients. ANY QUESTIONS: Savant Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Please see our Important Disclosures.