Chicago, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Savvy
Multi-team
Firm-wide stats for Savvy
About
Savvy provides investment and financial planning services to individuals (including high‑net‑worth clients), associated trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. Offerings include discretionary and non‑discretionary portfolio and wealth management, financial planning and consulting, fiduciary and non‑fiduciary retirement plan services, direct indexing, covered‑call strategies, and support for held‑away assets.
The firm builds customized investment plans based on each client’s objectives, risk tolerance, and time horizon and typically employs a primarily index‑based, long‑term approach while also offering active equity portfolios and tax‑aware direct indexing. Savvy uses third‑party sub‑advisers and technology platforms — for example, a sub‑adviser that implements a box‑spread options financing strategy and a third‑party platform to monitor and rebalance held‑away accounts — and integrates quantitative tools and proactive tax‑harvesting where applicable.
Distinctive features include ownership by a technology parent that also owns the software platform Savvy uses, the firm’s integration of third‑party fintech tools and specialized sub‑adviser strategies, and an in‑house tax preparation offering and estate‑planning support delivered through unaffiliated platforms. The firm also documents use of external research resources (including financial newsletters and periodicals) and discloses paid marketing and endorsement arrangements with third‑party promoters and endorsers.
Based on Savvy
Expertise
Based on Savvy
Location
Chicago IL
Advisors at this office
3
Advisors at this office
Benjamin O
Series 65
Chicago, IL
Savvy
Benjamin Offenhartz is a financial advisor at Savvy with one year of industry experience. He holds a Series 65 license and has worked at firms including Nuveen and Northern Trust. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach while also offering active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized investment plans.
Hannah B
CFP®
Chicago, IL
Savvy
Hannah Bryant is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. She currently works at Savvy and previously held roles at Savant Wealth Management and Basil Financial Group. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.
Brandon M
CFP®, CFA®, Series 66
Chicago, IL
Savvy
Brandon Mull is a CFP®, CFA®, and Series 66-licensed advisor with eight years of industry experience. He currently works at Savvy and previously held roles at Zhang Financial LLC, Morgan Stanley, and TransMarket Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party tools.
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