A complete list of active advisors currently associated with Savage Wealth Advisors

Warmer can help you find a great advisor at Savage Wealth Advisors or one who fits your needs even better.

Savage Wealth Advisors serves individuals and families, including high‑net‑worth clients and business owners, with an integrated wealth management offering that combines comprehensive financial planning and discretionary investment management coordinated with each client’s tax circumstances. The firm also provides standalone hourly financial-planning and consulting engagements and offers non‑discretionary advice on privately offered investments, principally private real‑estate limited‑partnership and limited‑liability company interests, direct oil and gas working interests, and directly owned rental real estate. The firm’s portfolio approach emphasizes long‑term strategic asset allocation implemented mainly with low‑cost, broadly diversified funds and model portfolios, disciplined rebalancing, and tax‑aware account placement, with discretionary authority used for managed accounts at a qualified custodian. Advice on privately offered investments is always non‑discretionary and governed by a formal diligence memorandum, documented investor eligibility (including an accredited‑investor policy), and explicit suitability, liquidity, and concentration limits; comprehensive services are provided for a fixed annual fee while standalone projects are available on an hourly basis. Distinctive features include an affiliated tax preparation and advisory practice under common ownership and leadership with recognized accounting credentials, and written policies intended to mitigate related conflicts (separate billing, no referral compensation, and prohibitions on sponsor compensation). The firm expressly does not sponsor or manage private funds, prohibits its personnel from acquiring private investments it recommends, maintains detailed due diligence and monitoring procedures for private offerings, and is newly formed and in the process of registering to provide advisory services.

To learn more about the advisors currently working at Savage Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.