Arthur Buckley is a CFP® with 19 years of industry experience. He is currently with Savvy and previously worked at Sanctuary Advisors LLC and United Capital Financial Advisers, LLC. Buckley is the owner of Buckley Management, LLC, which operates his advisory practice ACEAL Management, LLC, and oversees a tax preparation and planning service through licensed CPAs. Savvy offers investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized investment plans using a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.

Jeffrey Campion is a financial advisor at Savvy with a Series 65 designation and no prior industry experience. He previously worked at Bank of America for three years and has been involved with the Merchant Giving Project since 2012. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically use a primarily index-based, long-term approach alongside active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech tools.