What types of strategies do you help clients with?

Building personalized portfolios that incorporate risk tolerance and behavioral finance principles while factoring in market fluctuations.

I was inspired by Savvy’s dedication to client-centric technology that improves the client experience, especially giving clients the ability to view their financial lives in one place.

Bryan Dern

Q: How did you become a financial advisor?

I’ve always had a passion for people and a strong interest in math. Combining both led me to become a financial advisor, where I could help people achieve their goals through unbiased advice and guidance.

Q: Is there a unique approach that sets you apart?

My guidance is centered around a deep understanding of behavioral finance. It helps clients see why they want to make a specific decision and the outcomes they should consider.

Q: What types of clients do you work with?

High-net-worth individuals and families, business owners, pre-retirees, retirees, and non-profit organizations.

Q: What is your favorite part about working with clients?

The relationships I have with the families I serve. Guiding clients through complex situations, the planning process, and ultimately seeing them fulfill their goals is most rewarding.

Q: What areas of expertise do you have?

Retirement income planning, investment management, behavioral finance, financial planning, risk management, and tax optimization.

Hi, I’m Bryan. I’m a wealth advisor based in the Chicagoland area, working with my dad and brother to support clients as they enter and move through retirement.I help clients build retirement plans that address income, taxes, Social Security, Medicare, Required Minimum Distributions, and other retirement-related decisions. The strategies used to build retirement savings are often different from the strategies used to live on those assets, so I focus on helping clients understand how their money may support their lifestyle over time.

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Schaumburg, Illinois

How BRYAN works with clients

I help clients understand how their retirement income plan can support the lifestyle they want throughout retirement

Meet with Bryan

Our Team

Mana Financial is focused on helping individuals and families navigate retirement with greater clarity around income, taxes, Social Security, Medicare, and long-term financial planning. Tim and Bryan Dern work together to provide an educational and relationship-focused experience, helping clients better understand the financial decisions that come with retirement. Their approach combines retirement income planning, investment management, and ongoing guidance tailored to each client’s goals and lifestyle.

How can I help?

Retirement Planning

DREAMS INTO ACTIONABLE PLANS

Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.

Circles showing the effects of financial planning

Income Planning

UNDERSTAND YOUR INCOME STREAMS

Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.

Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN

We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.

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Risk Management

MANAGING YOUR RISK

Identify and address potential risks to help protect your assets in an ever-changing market landscape.

Get to know Bryan

Bryan Dern is a wealth advisor based in the Chicagoland area. He works with his father and brother to support clients who are retired or planning to retire soon.

Bryan’s path into wealth management was shaped by watching his father help people navigate retirement and understand how their money could last. Today, Bryan helps clients organize the many moving parts of retirement, including income planning, tax management, Social Security, Medicare, RMDs, and other decisions that can affect retirement cash flow.

Bryan holds the Series 65 license and a Life & Health Insurance License.

Connect with Bryan:

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How did you become a financial advisor?

I watched my father help many people navigate retirement and understand how their money could support them over time. Seeing that impact inspired me to pursue this work.

Is there a unique approach that sets you apart?

Our team has education and qualifications in Social Security, Medicare, and tax-related retirement issues. We use that knowledge to help clients better understand how the pieces of their retirement plan work together.

What types of clients do you work with?

I work with people who are retired or planning to retire soon.

What is your favorite part about working with clients?

I enjoy helping people feel more confident in their retirement plans by showing them how their funds may support their lifestyle for the rest of their lives.

What areas of expertise do you have?

I focus on retirement planning and income, tax management, and Social Security.

Why types of strategies do you help clients with?

I help clients build income plans for retirement, with attention to taxes, Social Security, Medicare, RMDs, and other retirement decisions.

Working with Savvy

Savvy offers a simpler set of tools to manage client relationships and create a better client experience when clients view their assets.

CONNECT WITH BRYAN

Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.