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Build a technology driven advisory practice

At Savvy, we build for advisors. Not around them. Not despite them. For them.

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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.

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Cindy

Alvarez

Littleton, CO

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investing for Women

Learn more about Cindy

Craig

Austad

Denver, CO

Focus Areas:

Retirement Planning

Late-Stage College Planning

Tax Optimization

Learn more about Craig

Chase

Austin

Charlotte, NC

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Retirement Planning

Learn more about Chase

Robert

Barone

Reno, NV

Focus Areas:

Financial Planning & Analysis

Investment Management

Risk Management

Learn more about Robert

Joshua

Barone

Reno, NV

Focus Areas:

Investment Management

Estate & trust planning

Tax optimization

Learn more about Joshua

Josh

Bergman

Westchester, NY

Focus Areas:

Tax Optimization

Estate & Trust Planning

Alternatives Investing

​​Investment Management

Learn more about Josh

Brent

Boden

Cincinnati, OH

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Alternatives Investing

Learn more about Brent

Ryan

Bond

West Chester, PA

Focus Areas:

Alternatives Investing

Financial Planning & Analysis

Estate & Trust Planning

Learn more about Ryan

Brian

Boswell

Round Rock, TX

Focus Areas:

Employer-Sponsored Plans

Tax Optimization

Financial Planning & Analysis

Learn more about Brian

Dan

Brady

Rye, NY

Focus Areas:

Investment Management

Financial Planning & Analysis

Post-Divorce Planning

Learn more about Dan

Jason

Craine

Wichita, KS

Focus Areas:

Tax Optimization

​​Investment Management

Legacy & Charitable Planning

Income Planning

Learn more about Jason

Adam

Dean

Sergeant Bluff, IA

Focus Areas:

Succession Planning

Financial Planning & Analysis

Estate & Trust Planning

Retirement Planning

Learn more about Adam

Jacob

DuBose

Denver, CO

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Tax Optimization

Learn more about Jacob

Scott

Eichler

Orange County, CA

Focus Areas:

Structured Planning

Small Business Tax

Environment, Social and Governance (ESG) Investing

Retirement Planning

Learn more about Scott

Colin

Farr

Denver, CO

Focus Areas:

Retirement Planning

Tax Optimization

​​Investment Management

Learn more about Colin

Jack

Fitzpatrick

Scottsdale, AZ

Focus Areas:

Retirement Planning

Financial Planning & Analysis

Investment Management 

Learn more about Jack

David

Gottlieb

West Orange, NJ

Focus Areas:

Real Estate Investment Planning

Estate & Trust Planning

Tax Optimization

Risk Management

Learn more about David

Louis

Green

New York City, NY

Focus Areas:

Investment Management

Retirement Planning

Financial Planning & Analysis

Learn more about Louis

Arynton

Hardy

Los Angeles, CA

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Alternatives Investing

Learn more about Arynton

Eugene

Hoover

Reno, NV

Focus Areas:

Financial Planning & Analysis

Risk Management

Tax optimization

Learn more about Eugene

John

Khoury

Boston, MA

Focus Areas:

Personal Direct Indexing

Retirement Planning

Tax Optimization

Learn more about John

Eric

Kirste

Arlington Heights, IL

Focus Areas:

Investment Management

Financial Planning & Analysis

Retirement Planning

Succession Planning

Learn more about Eric

Nate

Kunkel

Cincinnati, OH

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Retirement Planning

Learn about Nate

Michael

Lambrecht

Pleasanton, CA

Focus Areas:

Investment Management

Risk Management

Financial Planning & Analysis

Learn more about Michael

Tyson

Lokke

Las Vegas, NV

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Estate & Trust Planning

Legacy & Charitable Planning

Learn more about Tyson

Steve

Marcou

Indianapolis, IN

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Learn more about Steve

Drew

Martino

Calabasas, CA

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Learn more about Drew

Nick

McLaughlin

Hawthorne, CA

Focus Areas:

​​Investment Management

Retirement Planning

Tax Optimization

Learn more about Nick

Luis

Miletti Jr.

Louisville, KY

Focus Areas:

Retirement Planning

​​Investment Management

Tax Optimization

Risk Management

Learn more about Luis

Brian

Mills

Los Angeles, CA

Focus Areas:

Alternatives Investing

Investment Management

Retirement Planning

Learn about Brian

Brad

Morgan

Cincinnati, OH

Focus Areas:

Procter & Gamble (P&G) Employee Benefits

Income Planning

Legacy & Charitable Planning

Learn about Brad

Michael

Most

Fort Lauderdale, FL

Focus Areas:

Personal Direct Indexing

Financial Planning & Analysis

Investment Management

Learn about Michael

Erin

Niehaus

San Francisco, CA

Focus Areas:

Investment Management

Alternatives Investing

Investing for Women

Learn more about Erin

Andrea

Nolan

Reno, NV

Focus Areas:

Financial Planning & Analysis

Risk Management

Tax optimization

Learn more about Andrea

Dustin

Parsons

Cabot, AR

Focus Areas:

Financial Planning & Analysis

Estate & Trust Planning

Banking and Investing for Beginners

Tax Optimization

Learn more about Dustin

Eric

Passin

Denville, NJ

Focus Areas:

Retirement Planning

Estate & Trust Planning

Executive Compensation Planning

Learn more about Eric

Jeff

Peller

Atlanta, GA

Focus Areas:

Financial Planning & Analysis

Investment Management

Tax Optimization

Alternatives Investing

Learn more about Jeff

Aaron

Peloquin

Minneapolis, MN

Focus Areas:

Financial Planning & Analysis

​​Investment Management

Real Estate Investment Planning

Succession Planning

Learn more about Aaron

Dan

Perrino

Bellingham, WA

Focus Areas:

Tax Optimization

Retirement Planning

Estate & Trust Planning

Learn more about Dan

Albert

Pinedo

Saint Petersburg, FL

Focus Areas:

Tax Optimization

Financial Planning & Analysis

Investment Management

Learn more about Albert

Frank

Remund

Boise, ID

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Investment Management

Learn more about Frank

Dustin

Roberts

Central Valley, CA

Focus Areas:

Financial Planning & Analysis

​​Investment Management

Real Estate Investment Planning

Succession Planning

Learn more about Dustin

Sam

Saleh

Newport Beach, CA

Focus Areas:

Retirement Planning

Estate & Trust Planning

Succession Planning

Learn more about Sam

Dave

Sharpe

Lake Geneva, WI

Focus Areas:

Investment Management

Estate & Trust Planning

Financial Planning & Analysis

Tax Optimization

Learn more about Dave

Mike

Smith

Louisville, KY

Focus Areas:

Financial Planning & Analysis

Income Planning

Retirement Planning

Learn more about Mike

Michaela

Sullivan

Denver, CO

Focus Areas:

Retirement Planning

Tax Optimization

Financial Planning & Analysis

Learn more about Michaela

Jared

Tanimoto

Irvine, CA

Focus Areas:

Tax Optimization

​​Investment Management

Legacy & Charitable Planning

Income Planning

Learn more about Jared

Dustin

Thomas

Noblesville, IN

Focus Areas:

Retirement planning

Tax Optimization

Executive Compensation Planning

Investment Management

Learn more about Dustin

Janelle

Van Meel

Littleton, CO

Focus Areas:

Investment Management

Retirement Planning

Alternatives Investing

Investing for Women

Learn more about Janelle

Aaron

Wiegman

Del Mar, CA

Focus Areas:

Financial Planning & Analysis

Tax Optimization

Succession Planning

Retirement Planning

Learn more about Aaron

Enhance your advisory practice with an all-in-one platform

Discover the benefits of partnering with Savvy to transform your business.

Learn more
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01

Technology-Powered Advisor Platform

Streamline CRM, operations, client services, back-office, and marketing workflows with a comprehensive, all-in-one platform.
02

Automated Lead Generation & Marketing

Save time and deliver personalized, multi-channel campaigns to your prospects at scale. Grow your client base with marketing automation, lead generation, & professional marketing expertise.
03

Streamlined Operations

Focus on your revenue-generating operations and spend more time with clients while we handle all of your operations, performance reporting, compliance, and client servicing needs.  
04

Maximized Revenue & Earning Potential

Reach your full earning opportunity potential with top compensation & revenue participation earn-outs.
05

Opportunities for Career Growth

Collaborate with industry-leading professionals from technology and finance backgrounds to help you unlock new opportunities for 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.

Get started
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CRM

Your new advisor dashboard, fully integrated

Operations

Let our dedicated Ops team handle your back-office end-to-end

Compliance

Compliance, optimized & streamlined

Marketing

Reach your audience with automated, personalized campaigns

Deliver more intelligent financial planning

Build bespoke, custom-crafted financial roadmaps that unify every aspect of your clients' financial lives.

See All Products and Services
01

Personalized financial roadmaps

02

Portfolio analysis backed by data

03

Proactive planning to help reach every milestone

Working at Savvy is different. Here's how:

Traditional Wirehouse
Owned RIA
Firm Affiliation

Independent (W-2 or 1099)

W-2 only

Independent

Payout

Industry-leading payouts with equity participation, transition support, and benefits

Lower payouts with complex compensation structures

Variable payouts contingent upon efficiency

Technology

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

Marketing

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

Investment Products

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

Office Space

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

Tech Infrastructure

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

Service 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

Compliance and Risk

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

Custody and Clearing

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

TAILORED INVESTMENT MANAGEMENT FOR HIGH-NET-WORTH CLIENTS

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.

Learn more

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.

Connect with our team

FAQ

How much does it cost to join Savvy as a financial advisor?

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.

How does Savvy work with financial advisors?

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.

How do I grow my financial advisory practice?

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.

What is the best financial planning software for advisors?

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.

How can I simplify my client onboarding process?

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.

How can I market myself as a financial advisor?

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.

How can financial advisors generate leads?

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.

Book time with one of our Savvy Advisors today

Book time with one of our Savvy Advisors today