Savvy Advisors welcomes two seasoned financial advisors to fuel growth
Savvy Advisors Inc. is carrying its momentum into 2024 by adding two experienced financial professionals: Drew Martino and Daniel Moore. The hires support the firm’s push to deepen client engagement and expand its offerings with technology that helps advisors work smarter and serve clients more directly.
Technology that lets advisors focus on clients
Savvy Advisors continues to integrate artificial intelligence (AI) across its operations so advisors can spend less time on busywork and more time with people. The firm’s proprietary, AI-driven platform from Savvy Wealth brings together the tools advisors need for planning, monitoring, and communication—helping improve client service while also boosting day-to-day efficiency.
Drew Martino: Retirement planning for people who serve
Drew Martino joins Savvy after his tenure at Corebridge Financial, where he focused on retirement planning. He’s spent more than two decades helping educators and public service workers understand and make the most of their 403(b) plans and other tax-advantaged savings. His approach is straightforward: educate first, then tailor a plan that fits each person’s situation.
Martino underscores the importance of fiduciary care: “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: Guidance for complex financial lives
Daniel Moore joins from TIAA, where he managed significant client assets and built strategies for people with multifaceted needs. He specializes in retirement planning for higher education professionals and medical practitioners, with a focus on optimizing after-tax returns and shaping tailored estate plans that reflect clients’ goals.
Moore reflects on the move: “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.”
Integrated, AI-enabled solutions for everyday advisor work
As part of the team, Martino and Moore gain access to Savvy’s unified toolkit: an AI-powered Customer Relationship Management (CRM) system, streamlined onboarding, and a specialized investment management solution. Together, these systems automate key tasks—such as tax loss harvesting and asset allocation—so advisors can keep portfolios on track while concentrating on planning conversations that drive growth and better outcomes.
Focused expansion and what comes next
Backed by recent Series A funding and a disciplined recruiting strategy, Savvy is positioning itself for sustained growth in wealth management. Ritik Malhotra, founder and CEO of Savvy Wealth, notes, “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 start in 2021, Savvy has expanded quickly and now manages over $800 million in national client assets. That trajectory reflects the firm’s emphasis on giving advisors modern tools and resources so they can refine their service and grow organically.
About Savvy Advisors
Savvy Wealth is building digital-first solutions that help financial advisors do their best work. Its technology platform supports organic growth with sales and marketing automation while simplifying daily workflows. The aim is simple: free up time for client conversations and strategic planning that matter most.
As the firm continues to innovate, it emphasizes that AI is meant to complement human advice. Technology can speed the process and expand what’s possible, but it doesn’t replace the personal, fiduciary guidance clients rely on.
Frequently Asked Questions
Who are the new advisors joining Savvy Advisors?
Two experienced professionals—Drew Martino and Daniel Moore—have joined Savvy Advisors. Martino brings decades of retirement planning experience with educators and public service workers. Moore specializes in serving higher education professionals and medical practitioners with retirement, after-tax strategies, and estate planning.
How does Savvy’s technology help advisors serve clients?
Advisors use Savvy Wealth’s AI-driven platform to consolidate core tasks—client relationship management, onboarding, planning, and investment workflows—so they can respond faster, reduce manual work, and spend more time on one-to-one advice.
What tools will the new advisors have access to?
They’ll use an AI-powered CRM, streamlined onboarding, and a specialized investment management solution designed to automate tasks like tax loss harvesting and asset allocation while supporting ongoing client engagement.
What is Savvy Advisors’ approach to client care?
The firm prioritizes fiduciary responsibility. Advisors aim to act in clients’ best interests and use technology as a support—enhancing, not replacing, the personalized guidance people expect from a trusted advisor.
How has Savvy performed since its founding?
Founded in 2021, Savvy has grown quickly and now manages over $800 million in client assets nationwide, reflecting its focus on equipping advisors with tools that support organic growth and high-quality service.
