Savvy Advisors Welcomes New Financial Experts for Growth

Savvy Advisors Welcomes New Financial Experts for Growth

Savvy Advisors Inc. continues its momentum into 2024 by bringing on board two proficient financial advisors: Drew Martino and Daniel Moore. This strategic move aligns with the firm's mission to enhance client engagement and broaden its service offerings through innovative technologies.

Empowering Advisors with Advanced Technology

With a strong focus on integrating artificial intelligence (AI) into its operations, Savvy Advisors strives to empower its financial advisors with cutting-edge tools that streamline their workflows. The newly hired advisors will benefit from Savvy Wealth’s proprietary AI-driven technology platform, which enhances client servicing and allows for improved efficiency.

Drew Martino: A Focus on Retirement Planning

Drew Martino joins Savvy after his tenure at Corebridge Financial, where he notably specialized in retirement planning. His passion lies in assisting educators and public service workers in navigating their 403(b) plans effectively. With over two decades of experience, Drew is dedicated to educating his clients about the intricacies of tax-advantaged retirement savings.

Martino emphasizes the importance of being a fiduciary: "My goal is to ensure that my clients, who have dedicated their lives to serving others, trust that I am safeguarding their best interests. Savvy’s tech-focused approach allows me to dedicate more time to client education regarding retirement options."

Daniel Moore: Expertise in Financial Management

Daniel Moore comes to Savvy from TIAA, where he successfully managed significant client assets. He specializes in retirement planning for higher education professionals and medical practitioners, ensuring they can optimize after-tax returns and develop tailored estate plans.

Moore reflects on his transition, noting, "Savvy’s commitment to using modern technology and structured processes drew me in. I am eager to leverage these tools to enhance my clients' financial journeys, helping them navigate their ever-evolving needs effectively."

Innovative Solutions for Financial Advisors

As part of the Savvy team, both Martino and Moore will have access to the firm’s array of integrated solutions, including an AI-powered Customer Relationship Management (CRM) system, streamlined onboarding processes, and a specialized investment management solution. These resources aim to automate essential functions like tax loss harvesting and asset allocation, ultimately boosting revenue growth for the advisors.

Strategic Growth and Future Prospects

With recent Series A funding and the recruitment of top-tier advisors, Savvy is positioned for substantial growth in the wealth management sector. Ritik Malhotra, the founder and CEO of Savvy Wealth, states, "Our focused recruitment strategy is essential as we aim to redefine how wealth management operates. We believe that Drew and Daniel will provide our clients with the fresh insights and exceptional service we strive to deliver."

Since its establishment in 2021, Savvy has rapidly expanded its reach, now managing over $800 million in national client assets. This growth reflects the firm’s dedication to equipping advisors with the best tools and resources to optimize their service offerings.

About Savvy Advisors

Savvy Wealth is dedicated to transforming the wealth management landscape by offering digital-first solutions that empower financial advisors. The firm’s advanced technology platform supports advisors in enhancing their organic growth through improved sales and marketing automation. This empowers financial professionals to focus primarily on client interactions and strategic growth initiatives.

As Savvy continues to innovate and expand, it emphasizes that its AI technology is complementary to human advice, enhancing—not replacing—the personalized financial guidance advisors provide to their clients.

Frequently Asked Questions

What are the main services offered by Savvy Advisors?

Savvy Advisors provides a range of services focused on financial planning, investment management, and retirement planning using advanced technology to support advisors.

How does Savvy’s technology benefit financial advisors?

The technology streamlines various processes, such as client onboarding and financial planning, allowing advisors to spend more time advising and less on administrative tasks.

Who are the new advisors joining Savvy?

The new advisors are Drew Martino and Daniel Moore, both of whom bring extensive experience in financial advising and retirement planning.

What is Savvy’s approach to client care?

Savvy prioritizes a fiduciary approach, ensuring that client needs and best interests are always put first, supported by advanced technological resources.

How has Savvy performed since its inception?

Savvy has grown rapidly since its founding, now managing over $800 million in client assets and continuously expanding its team of qualified advisors.

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