Build a technology driven advisory practice
At Savvy, we build for advisors. Not around them. Not despite them. For them.
Charles Schwab & Co., Inc.
The Savvy Wealth Advisor Experience
Join our talented team of wealth managers
Savvy is comprised of an exceptional team of financial advisors backed by experienced client service, investment operations, and research team support.
Cindy
Alvarez
Littleton, CO
Tax Optimization
Financial Planning & Analysis
Investing for Women
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Craig
Austad
Denver, CO
Retirement Planning
Late-Stage College Planning
Tax Optimization
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Chase
Austin
Charlotte, NC
Tax Optimization
Financial Planning & Analysis
Retirement Planning
Robert
Barone
Reno, NV
Financial Planning & Analysis
Investment Management
Risk Management
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Joshua
Barone
Reno, NV
Investment Management
Estate & trust planning
Tax optimization
Josh
Bergman
Westchester, NY
Tax Optimization
Estate & Trust Planning
Alternatives Investing
Investment Management
Brent
Boden
Cincinnati, OH
Financial Planning & Analysis
Tax Optimization
Alternatives Investing
Ryan
Bond
West Chester, PA
Alternatives Investing
Financial Planning & Analysis
Estate & Trust Planning
Brian
Boswell
Round Rock, TX
Employer-Sponsored Plans
Tax Optimization
Financial Planning & Analysis
Dan
Brady
Rye, NY
Investment Management
Financial Planning & Analysis
Post-Divorce Planning
Jason
Craine
Wichita, KS
Tax Optimization
Investment Management
Legacy & Charitable Planning
Income Planning
Adam
Dean
Sergeant Bluff, IA
Succession Planning
Financial Planning & Analysis
Estate & Trust Planning
Retirement Planning
Jacob
DuBose
Denver, CO
Financial Planning & Analysis
Estate & Trust Planning
Tax Optimization
Scott
Eichler
Orange County, CA
Structured Planning
Small Business Tax
Environment, Social and Governance (ESG) Investing
Retirement Planning
Colin
Farr
Denver, CO
Retirement Planning
Tax Optimization
Investment Management
Jack
Fitzpatrick
Scottsdale, AZ
Retirement Planning
Financial Planning & Analysis
Investment Management
David
Gottlieb
West Orange, NJ
Real Estate Investment Planning
Estate & Trust Planning
Tax Optimization
Risk Management
Louis
Green
New York City, NY
Investment Management
Retirement Planning
Financial Planning & Analysis
Arynton
Hardy
Los Angeles, CA
Tax Optimization
Financial Planning & Analysis
Alternatives Investing
Eugene
Hoover
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
John
Khoury
Boston, MA
Personal Direct Indexing
Retirement Planning
Tax Optimization
Eric
Kirste
Arlington Heights, IL
Investment Management
Financial Planning & Analysis
Retirement Planning
Succession Planning
Nate
Kunkel
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Retirement Planning
Michael
Lambrecht
Pleasanton, CA
Investment Management
Risk Management
Financial Planning & Analysis
Tyson
Lokke
Las Vegas, NV
Tax Optimization
Financial Planning & Analysis
Estate & Trust Planning
Legacy & Charitable Planning
Steve
Marcou
Indianapolis, IN
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Drew
Martino
Calabasas, CA
Tax Optimization
Financial Planning & Analysis
Investment Management
Nick
McLaughlin
Hawthorne, CA
Investment Management
Retirement Planning
Tax Optimization
Luis
Miletti Jr.
Louisville, KY
Retirement Planning
Investment Management
Tax Optimization
Risk Management
Brian
Mills
Los Angeles, CA
Alternatives Investing
Investment Management
Retirement Planning
Brad
Morgan
Cincinnati, OH
Procter & Gamble (P&G) Employee Benefits
Income Planning
Legacy & Charitable Planning
Michael
Most
Fort Lauderdale, FL
Personal Direct Indexing
Financial Planning & Analysis
Investment Management
Erin
Niehaus
San Francisco, CA
Investment Management
Alternatives Investing
Investing for Women
Andrea
Nolan
Reno, NV
Financial Planning & Analysis
Risk Management
Tax optimization
Dustin
Parsons
Cabot, AR
Financial Planning & Analysis
Estate & Trust Planning
Banking and Investing for Beginners
Tax Optimization
Eric
Passin
Denville, NJ
Retirement Planning
Estate & Trust Planning
Executive Compensation Planning
Jeff
Peller
Atlanta, GA
Financial Planning & Analysis
Investment Management
Tax Optimization
Alternatives Investing
Aaron
Peloquin
Minneapolis, MN
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
Succession Planning
Dan
Perrino
Bellingham, WA
Tax Optimization
Retirement Planning
Estate & Trust Planning
Albert
Pinedo
Saint Petersburg, FL
Tax Optimization
Financial Planning & Analysis
Investment Management
Frank
Remund
Boise, ID
Financial Planning & Analysis
Tax Optimization
Investment Management
Dustin
Roberts
Central Valley, CA
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
Succession Planning
Sam
Saleh
Newport Beach, CA
Retirement Planning
Estate & Trust Planning
Succession Planning
Dave
Sharpe
Lake Geneva, WI
Investment Management
Estate & Trust Planning
Financial Planning & Analysis
Tax Optimization
Mike
Smith
Louisville, KY
Financial Planning & Analysis
Income Planning
Retirement Planning
Michaela
Sullivan
Denver, CO
Retirement Planning
Tax Optimization
Financial Planning & Analysis
Jared
Tanimoto
Irvine, CA
Tax Optimization
Investment Management
Legacy & Charitable Planning
Income Planning
Dustin
Thomas
Noblesville, IN
Retirement planning
Tax Optimization
Executive Compensation Planning
Investment Management
Janelle
Van Meel
Littleton, CO
Investment Management
Retirement Planning
Alternatives Investing
Investing for Women
Aaron
Wiegman
Del Mar, CA
Financial Planning & Analysis
Tax Optimization
Succession Planning
Retirement Planning
Enhance your advisory practice with an all-in-one platform
Discover the benefits of partnering with Savvy to transform your business.
Technology-Powered Advisor Platform
Automated Lead Generation & Marketing
Streamlined Operations
Maximized Revenue & Earning Potential
Opportunities for Career Growth
Everything you need for your practice in one place
Save time and stay in front of clients with a completely unified CRM, back-office ops, compliance, and marketing.
Working at Savvy is different. Here's how:
Independent (W-2 or 1099)
W-2 only
Independent
Industry-leading payouts with equity participation, transition support, and benefits
Lower payouts with complex compensation structures
Variable payouts contingent upon efficiency
Cutting edge, proprietery technology platform that unifies CRM, back-office ops, compliance, and marketing to deliver better client experiences
Outdated systems that hinder operational efficiency
Basic integrations that rely on non-proprietary systems
Proactive marketing expertise with end-to-end Lead Generation, SEO, Content Marketing, Social Media, and Campaign support with Compliance approval built-in
Restricted support with limitations on social media and digital marketing
Self-funded marketing efforts without the backing of centralized resources or Compliance approvals
Full autonomy to tailor client portfolios, inclusive of an extensive range of alternative investment options
Incentives to promote proprietary products with commissions, restricting fiduciary commitments and client outcomes
Approval hurdles required for a narrow selection of alternative investments
Remote-first culture with access to flexible office space in NYC
Mandatory presence in company-owned offices, emphasizing traditional work environments
Freedom to choose work location with out-of-pocket expenses for office space
Freedom to select preferred hardware and software, fully supported for seamless remote operations
Fixed in-office technology setup with limited options for personalization
Broad selection available, but associated costs and integration vary without centralized IT support
Each advisor is paired with a dedicated client services manager, ensuring personalized support at no extra cost
Basic access to a service center, often requiring additional payment for specialized support
Lacks default support structure, necessitating self-funded staff hires for personalized service
Comprehensive compliance and risk management services provided by the firm, ensuring advisors can focus on their clients
Standard compliance services offered by the firm, with adherence to strict regulations
Compliance oversight provided, but the approach and resources may vary
We are a multi-custodial platform with clearing services provided
Custody and clearing services according to firm policies
Limited flexibility
Introducing Savvy Wealth Investment Management
An investment management program fully developed and managed in-house by Savvy's Investment Team, offering dynamic asset allocation, low-cost holdings, and cohesive & customizable portfolios for your clients' needs.
Ready to elevate your practice?
From seamless integrations with industry-leading tools to data driven financial planning and marketing automation, Savvy is your partner in supercharging your practice at scale.
FAQ
Joining Savvy as a financial advisor does not involve any direct costs. Savvy Advisors Inc. is an SEC-registered investment advisor that hires financial advisors as its employees under either a W2 or a 1099 arrangement, based on the most mutually beneficial structure for the advisor and the firm. As a Savvy financial advisor, you gain access to our proprietary technology platform and tools at no additional cost, empowering you to deliver superior financial advice and service to your clients.
Savvy partners with financial advisors by bringing them on as valued members of our team. We offer both W2 and 1099 employment models, providing the flexibility to work in a way that best suits your professional goals. As part of Savvy, you will have access to our proprietary, technology-powered platform that helps to enhance your capability to deliver effective advice to your clients and streamlines your CRM, operations, client services, back-office, and marketing processes. All to better allow you to focus on what you do best — advising clients.
Growing your financial advisory practice involves a multi-faceted approach including establishing a strong brand, leveraging modern technology to help run your operations efficiently, and providing top-notch client service. Using a platform provided by Savvy can help fast-track your growth. Savvy provides Savvy advisors with a comprehensive in-house platform, marketing automation, and lead generation capabilities to help financial advisors scale efficiently.
The best financial planning software is one that offers a comprehensive set of tools, is easy to use, and enhances the client experience. Savvy's technology-powered platform is developed to enhance efficiency and customization capabilities. It's designed to work seamlessly with industry-leading financial planning tools, enabling advisors to automate processes and streamline their workflow. By integrating CRM, operations, client services, back-office, and marketing functionalities, it offers a holistic solution to advisors' needs.
Client onboarding is often one of the most painful parts of managing a client relationship due to friction in the onboarding process, slow paperwork traditionally sent through snail mail, among other reasons. Simplifying the client onboarding process involves streamlining procedures and leveraging technology. Savvy's platform is designed to provide a seamless and intuitive interface for both advisors and clients, enabling financial advisors to automate and customize the onboarding process, ultimately making it quicker and more efficient.
Marketing yourself as a financial advisor involves creating a strong brand, building a professional online presence, offering valuable content, and networking effectively. Savvy supports Savvy advisors with automated marketing and lead generation funnel creation, saving them time and helping them grow their client base. With comprehensive campaign management, dedicated marketing support, highly efficient technology tools, and workflow automation, Savvy helps financial advisors stay in front of their clients and prospects.
Generating leads as a financial advisor involves a strategic mix of networking, referrals, digital marketing, and offering value through content. Savvy offers robust lead generation capabilities through its technology platform. With automation campaign management, it allows Savvy advisors to reach a larger audience helping to convert them into clients. The platform's advanced tools also enable efficient tracking and segmentation of leads, helping advisors to always be on top of their growth strategy.
These materials have been independently produced by Savvy. Savvy is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Savvy Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.