Savvy Advisors Inc.

About Savvy Advisors Inc.

<p>Built around a client dashboard that tracks investments, net worth, and key planning items in one place, Savvy Advisors Inc. brings a tech-forward approach to advice from its headquarters in New York City, serving clients across the New York metro area and nationwide.</p> <p>Operating as Savvy, the firm is an SEC-registered investment adviser that works as a fiduciary and builds investment strategies based on each client’s risk tolerance and goals. Clients can use Savvy for ongoing financial planning and investment management, with support that can extend into tax planning coordination, trust and estate planning, and retirement planning.</p> <p>For workplace retirement plans, Savvy handles plan design and participant advice, along with compliance support, recordkeeping coordination, and fiduciary oversight through 3(21) and 3(38) services. The firm also provides fiduciary audit support for plan sponsors and committees.</p> <p>One differentiator is how Savvy pairs its centralized reporting dashboard with adviser-led planning, so clients can review their full financial picture without juggling multiple tools.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) and 3(38) fiduciary roles</li> <li>Plan design, compliance support, and recordkeeping coordination</li> <li>Participant advice and retirement planning</li> <li>Works with custodians including Charles Schwab &amp; Co., Inc. and Fidelity</li> </ul>

Website: https://www.savvywealth.com/