Erik Midas
Hi, 👋🏼 I’m Erik. I’m a financial advisor based in San Francisco, California with 21 years of experience across securities trading, alternative investments, investment banking, financial planning, and wealth management.I work with high-net-worth individuals and families, family offices, workplace retirement plans, and small business owners. My approach starts with understanding what financial security means to each client, then building a flexible strategy around retirement, income, investments, risk, and long-term financial decision-making.
San Francisco, CA
Midas Capital Management
Midas Capital Management is a wealth management practice focused on delivering structured, forward-looking financial guidance for individuals, families, and business owners.The firm emphasizes a disciplined approach to planning and investment decision-making, drawing on market insight, economic perspective, and practical strategy design. Areas of focus include investment management, income planning, and risk considerations within a broader financial framework.Midas Capital Management works with high-net-worth clients, family offices, and small business owners who are navigating increasingly complex financial landscapes and want a clear, organized approach to managing their resources over time.
How can I help?
Investment Management
Retirement Planning
Income Planning
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.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Get to know Erik
Erik Midas began his financial services career in early 2008 as a securities trader at a major investment company. Since then, his experience has included securities trading, alternative investments, investment banking, financial planning, and wealth management.Earlier in his career, Erik worked primarily with institutional clients. Over time, he realized he wanted to work more directly with individuals, families, and small business owners. For Erik, helping people use their financial resources to improve their lives and retirement futures became a more personal and meaningful way to apply his education, market knowledge, and planning experience.Erik is a graduate of the University of Utah with a degree in economics. He holds FINRA Series SIE, 7, 63, and 65 licenses.Outside of work, Erik lives in San Francisco and enjoys traveling, visiting national parks, photographing the natural world, wine tasting, spending time outdoors, and being with his family in the United States and Brazil.Brian is a Certified Financial Planner® professional with over 20 years of experience guiding individuals through the complexities of retirement planning and investment management. His approach is rooted in financial planning, helping clients align their finances with their values, goals, and long-term vision.
Since graduating from Southwestern University, he’s worked for a Fortune 500 wealth management firm and served as a partner at a boutique investment advisory practice. Today, he focuses on helping business owners, healthcare practitioners and tech professionals by navigate the public and private markets, manage concentrated stock positions, tax optimization, business succession, and retirement planning.
At Savvy, Brian combines his strong wealth management background with a modern, tech-forward platform to offer a fully integrated client experience—from investment management and tax strategy to estate planning and risk protection.
Outside of work, he’s married to his high school sweetheart, Dr. Kathleen Boswell, an OB/GYN with Women's Health Domain in Austin. He’s also the proud father of four amazing kids. When he’s not meeting with clients or running between soccer games, you'll find him offshore fishing or in the woods chasing a good sunrise.
Whether you're building a business, preparing for a transition, or simply looking for a smarter, more personalized way to manage your wealth, he’s here to help you make confident, well-informed decisions every step of the way.
I started my career in the financial industry in 2008 as a securities trader. Early on, I worked mainly with institutional clients. After one strong year of performance for a client, I realized I wanted my work to feel more personal and direct. That experience led me toward working with individuals, families, and small business owners, where financial progress can have a meaningful impact on people’s lives.
I work with high-net-worth individuals and families, family and multi-family offices, workplace retirement plans, and small business owners.
Many of my clients are navigating more complex financial situations and are looking for a clear, organized approach to managing their wealth and making informed decisions over time.
My experience includes monetary policy, macroeconomic analysis, investment management, debt management, retirement planning, income planning, and broader financial planning. I use this background to help clients understand how economic trends and market conditions may impact their financial decisions, and to build strategies that align with their overall goals.
I often help clients with debt management and reduction, retirement planning, income strategies, saving for and purchasing a home, and making more informed financial decisions. My focus is on building practical strategies that support both short-term needs and long-term goals, while staying flexible as circumstances evolve.
I believe there is no single definition of retirement or financial security. I start by understanding what those ideas mean to each client, then work with them to map out a personalized strategy. That strategy should be flexible enough to adjust as life changes and focused on helping clients preserve what they have worked to build.
My favorite part is seeing clients grow in how they make financial decisions. I enjoy watching them gain more clarity around their goals and appreciate the work that goes into helping them pursue financial happiness.
I appreciate working with a team of like-minded professionals who care about improving the client experience. Savvy gives me support, collaboration, and resources that help me focus on serving clients well.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.Erik Midas is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Midas Capital Management is an independent marketing brand name used by Erik Midas for advertising and marketing purposes only. All advisory services are offered through Savvy Advisors. Savvy Wealth Inc. is the parent company of Savvy Advisors and operates as a technology company. This website may include information about both Savvy Wealth Inc. and Savvy Advisors. Savvy Advisors is an SEC registered investment adviser. Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Diversification does not guarantee a profit or protect against loss. For information about Savvy, visit our website: www.SavvyWealth.com . For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
