Carson Joseph Goff
Investment adviser representative at Savant Wealth Management
10 yearsExperience
1 stateRegistered in
$55.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Savant Wealth ManagementMay 2024 to now
- Charles SchwabJun 2023 to Aug 2023
- Champs Sports Bar and GrillMay 2022 to May 2024
- GiantMar 2021 to Nov 2021
- Weis MarketsOct 2020 to Dec 2020
- Pennsylvania State UniversityAug 2020 to May 2024
- All Star PizzaApr 2018 to Jan 2020
- Trabuco Hills High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7735101
- Firm CRD
- 107271