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PUBLIC-SOURCE PROFILE

Richard H. Allison

Financial Advisor

Savant Wealth Management

Manassas, Virginia

BACKGROUND & PLANNING FOCUS

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Richard H. Allison advises clients on retirement, taxes, estate planning, and other interconnected financial decisions. His qualifications include the Enrolled Agent designation and a federal employee benefits credential. At Savant, he helps individuals and families assess cash flow, insurance, education funding, and wealth transfer within a comprehensive financial plan.

Comprehensive financial planningRetirement planningTax planningEstate and wealth transfer planningCFPChFEBCEAMBA
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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

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