-- Firm Adds New Accountants, Tax Administrators to Dover Office --
Savant Wealth Management,, a fee-only registered investment adviser (RIA) majority-owned by its employees, announced the addition of four new accountants and three new tax administrators in its Dover, DE office. Savant’s Dover office is one of three in Delaware offering tax and consulting services and comprehensive wealth management.
New to the Savant team are Douglas P. Moore, EA,, manager of Tax and Consulting, Matilda Jones, senior staff accountant, Joe Delgado, staff accountant, Latasha McNair, staff accountant, and Sean Murphy, staff accountant. The new team members also include Peggy Hoyt, Amy La Tour, and Jennifer Saari, all tax administration specialists.
The expansion comes as the U.S. is experiencing an unprecedented shortage of accountants. The American Institute of CPAs (AICPA) reports fewer students are entering the profession, which can be especially demanding during tax season. In 2024, Savant Wealth Management ranked number one for the second consecutive year on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication ranks integrated CPA and wealth management firms by assets under management (AUM) and received submissions from more than 200 firms. Savant did not pay to participate in the ranking.
“When our Delaware team joined Savant in 2023, our firms (previously Raymond F. Book & Associates and Wealth Management Group) were looking for a partner to help us accelerate our growth and provide clients with additional resources,” said Ray Book, CPA/PFS, now a financial advisor who continues to be an integral part of the Delaware tax team. “These new hires not only help us add capacity for tax clients; they also assist us in serving wealth clients who have complex tax planning needs,” Book added.
“We believe strongly in the integration of tax, financial and investment services so clients have a holistic view of their wealth,” said Scott Brown, CPA/PFS, managing partner and financial advisor. “Having a full complement of accounting professionals is central to our ability to serve clients well, on both the tax and the wealth management sides of our business.”
Savant Wealth Management has three offices in Delaware: at 220 Beiser Blvd. in Dover, 34382 Carpenters Way, Ste. 6 in Lewes, and 272 Carter Dr., Ste. 110 in Middletown.
2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
2023 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2023 includes the top CPA financial planners that have a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.
About Savant Wealth Management
Savant Wealth Management is a leading independent, nationally recognized , fee-only firm serving clients for over 30 years with approximately $29 billion in assets under management and $1.1 billion in assets under advisement (as of 12/31/2024). As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plans 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, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP.
Savant is a registered Investment advisor. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. 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 is engaged, or continues to be engaged, to provide investment advisory services. Please read our Important Disclosures at savantwealth.com.
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