Anderson Wozny

I grew up in a well-educated household where money wasn’t often discussed—except when there wasn’t enough of it. That experience stuck with me. By the time I finished college, I realized how unprepared I was to make financial decisions, and I wasn’t alone. So I set out to learn everything I could, first to solve my own questions, then to help others who’d come from a similar place. That curiosity turned into a career—one that’s now spanned over 30 years, helping people get clarity and confidence around their finances without the industry jargon or sales pressure.

I work primarily with individuals and families who are serious about their financial future but don’t want to get bogged down in finance‑speak. They may be pre‑retirees, newly retired, or mid‑career professionals seeking clarity and a straightforward path. I also help clients who may feel intimidated by the “investment world” and are looking for someone to guide them without unnecessary complexity. My ideal client values candor, process, and active partnership.

After three decades in the business, I’ve seen most of what clients are likely to face—market swings, job changes, retirements, family transitions, you name it. My background includes a master’s degree in financial services and years of technical training, but what matters more is knowing how to apply it in real life. I focus on retirement planning, investment strategy, and making sure clients aren’t caught off guard by taxes, risk, or blind spots in their planning. I don’t try to impress with complexity—I focus on what works, what’s practical, and what fits the client in front of me.

I focus on providing practical, holistic financial advice. If there’s a dollar sign involved—whether it’s investments, retirement income, taxes, or big life decisions—I want to be the first call my client makes. That means building a long-term plan that actually holds up when life gets messy, not just a binder that collects dust. The strategies vary, but the goal is the same: help clients make smarter decisions with their money, one clear step at a time.

I try to cut through the noise. A lot of financial advice today is either too vague to be useful or too complex to be practical. My job is to translate the moving parts—investments, planning, risk, taxes—into decisions clients can actually act on. I’m not here to impress anyone with jargon or to push products. I bring a lot of experience, but more importantly, I listen, ask the right questions, and help people stay focused on what really matters.

It’s seeing the light bulb go on—when a client goes from feeling uncertain or overwhelmed to feeling clear and in control. That moment when they say, “OK, I get it now,” is the best part of the job. I’ve always believed good advice isn’t about showing how much I know; it’s about helping clients feel confident making decisions they might’ve avoided for years.

Savvy gives me the tools and flexibility to focus on what matters: my clients. I don’t have to fight through red tape or push a one-size-fits-all approach. The platform supports good advice, not just flashy technology. It’s a setup that lets me spend less time managing logistics and more time helping people.