A complete list of active advisors currently associated with SaveVest, LLC

Warmer can help you find a great advisor at SaveVest, LLC or one who fits your needs even better.

Savevest provides discretionary portfolio management, financial planning, asset-allocation advice, and advisory consulting to individual clients (including high-net-worth individuals) and to businesses and employer-sponsored retirement plans. The firm's brochure describes pension consulting services that include plan reviews, fund selection guidance, participant education and ongoing monitoring for plan fiduciaries. Investment advice is tailored to each client's objectives and typically emphasizes ETFs and mutual funds alongside Modern Portfolio Theory, fundamental analysis, and long-term purchase strategies. The firm also discloses use of options and structured derivatives strategies — including box-spread constructions and other option positions in separately managed accounts — and notes the related execution, tax, and liquidity risks; accounts are managed on a discretionary basis with ongoing monitoring and periodic reviews. Distinctive elements in the brochure include the principal's continuing career as a practicing physician and ownership of an educational company (Cognisnap), which the firm may use to provide or refer clients to educational content and discloses as a potential conflict of interest. The firm also discloses reliance on third‑party reporting tools (eMoney), routinely directs clients to a preferred custodian platform (Altruist) while also using Schwab for aggregated trading in discretionary accounts, and describes its trade aggregation and allocation practices.

To learn more about the advisors currently working at SaveVest, LLC, 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.