Brian Boswell, CFP®

I chose to become a financial advisor because I've always been drawn to the opportunity to make a meaningful impact in people's lives. Early in my career, I saw firsthand how impersonal and transactional the financial industry could be.  I wanted to build meaningful relationships, understand each client's unique story, and help them navigate both their financial decisions and life goals with confidence. Being a financial advisor gives me the chance to blend financial expertise with meaningful, long-term relationships—exactly the kind of work I've always wanted to do.

Today, I focus on helping business owners, healthcare practitioners, and tech professionals navigate investment management and financial planning. 

My expertise spans both public and private markets, with a focus on managing employer stock plans, optimizing taxes, planning for retirement, and guiding business owners through succession strategies

I help clients implement a range of strategies designed to build more resilient and tax-efficient portfolios. This includes incorporating private credit, private equity, and private real estate to reduce overall volatility, as well as using tax-loss harvesting and direct indexing to help retain after-tax returns. I also assist clients in managing self-directed brokerage accounts (SDBAs) and navigating employer stock plans or concentrated stock positions to help reduce risk and increase diversification.

While the idea isn't entirely unique, what sets my practice apart is the attention I give to understanding each client. I spend significant time listening to their concerns, past experiences, and future goals to design solutions that are uniquely tailored to them. Too often, advisors focus on presenting their own solutions without first understanding what really matters to the client. By leading with listening, I'm able to deliver more thoughtful, accurate planning that targets stronger alignment and greater client satisfaction

I'm deeply committed to helping clients realize their financial and personal dreams—it's truly an honor to be trusted with something so meaningful. I take great pride in guiding each individual or family on their journey toward achieving their goals, offering clear, thoughtful advice every step of the way. Over time, many of these relationships have blossomed into genuine partnerships—I consider my clients not just clients, but an extension of my own family

Working with Savvy has been an absolute game changer—for both my clients and me as an advisor. The combination of top-tier service and innovative technology delivers a client experience that stands out. With Savvy's powerful platform, I'm able to present financial advice in a clear, easy-to-digest way that resonates.

The time Savvy has returned to my day has made a noticeable impact on my practice. Savvy automates and streamlines repetitive administrative tasks, so I can dedicate my energy to what truly matters: managing investments and crafting personalized financial plans for my clients. That extra time isn't just valuable to me—it's invaluable to the success and well-being of those I serve.