John Khoury, MSF

Hello there! 👋🏼 I’m John, I started my finance journey during my time at the University of Massachusetts. My internships at Fidelity Investments fueled my passion for financial planning and investing. After graduation, I became a retirement consultant, helping clients with retirement planning and job transitions. However, I soon realized my calling was to assist clients in achieving their financial goals holistically. Now, as an advisor at Savvy, I provide cost-efficient and tax-smart advice, always acting in my client's best interests.

John's TEAM:

Hillary Peterson

Michael McCarthy CFP®

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Boston, MA
BS in Finance - U of Massachusetts
MS in Financial Planning - U of Nebraska
Certificate in Financial Planning - U of Nebraska

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How John works with clients
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"My approach revolves around a comprehensive understanding of clients' tax situations and estate plans. I encourage collaboration with their CPAs and estate planning attorneys to align our strategies seamlessly.”

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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 100% prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN
We aim to take the ambiguity 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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Personal Direct Indexing

BOOST POTENTIAL AFTER-TAX RETURNS
Build your personalized index portfolio based on your unique values with direct ownership of individual stocks. This allows for greater customization and effective tax loss harvesting.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know John, MSF

John Khoury is a Principal Wealth Manager at Savvy and brings 20+ years of wealth management experience working with families, business owners, and organizations. He has a passion for providing fiduciary advice to his clients and helping them with complex wealth management. He specializes in transitions, such as retirement, business sales or other liquidity events, paying for college, divorce, and the loss of a loved one. 
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Joining Savvy in November 2023, John was VP Sr. Financial Consultant at Schwab for 15 years and VP Financial Consultant at Fidelity for 8 years. At Schwab, John worked with 400 high-net-worth families and organizations, with over $300M in advisory services.
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John Khoury lives in Boston Metrowest with his wife and three children. In his free time, he enjoys sports, family time, and volunteering with his local educational and charitable organizations.

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Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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