Viable
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$160,656,777
Clients
199
Advisors
4
of 6 employees
About
Viable provides financial planning, investment advisory, insurance consultancy and retirement plan advisory services to individuals, families, businesses, trusts and charitable organizations. The firm generally manages accounts on a discretionary basis and asks clients to execute a Limited Power of Attorney and an Investment Advisory Agreement, with a stated account minimum of $1,000,000 (waivable at the firm’s discretion).
The firm follows a goal‑based investment process with an emphasis on behavioral finance and asset allocation, using a top‑down macroeconomic approach that can introduce modest tactical tilts to target allocations. Portfolios are implemented primarily through Exchange Traded Funds for cost, liquidity and tax efficiency, although Viable will hold or recommend mutual funds, equities, bonds, individual securities or tax‑sensitive strategies in specific situations.
Viable’s brochure discloses that certain professionals are registered representatives of a FINRA‑member broker‑dealer and are separately licensed insurance agents, enabling the firm to offer brokerage and insurance products for which those professionals may receive commissions; the firm notes these relationships and describes disclosure and code‑of‑ethics measures to address the resulting conflicts. The firm also advises on a material amount of non‑managed assets in addition to its discretionary assets under management, indicating a mix of managed and advisory‑only client relationships.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $3,000 to $120,000 based on complexity; may be flat fee basis for financial planning services.
Commissions received by certain professionals for insurance product sales and securities sales through Benefit Funding Services, LLC; commissions are separate from advisory fees.
Account minimum: $1,000,000 Minimum fee: Minimum financial planning fee of $3,000
Main office
Malvern PA
Advisors at this office
4
Most active in
Florida · New Jersey · New York · Pennsylvania · Tennessee · Texas
Also doing business as
Ps Wealth Partners, LLC · Viaable, LLC · Viable · Viable Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Paul S
CFP®, Series 63
Malvern, PA
Viable
Paul Savini Jr. is a CFP® professional with seven years of industry experience, currently serving as an advisor at Viable since 2022. His prior work includes roles at Barrister Wealth Management and Standard Chartered Bank. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily implementing portfolios through Exchange Traded Funds.
Taylor K
CFP®, Series 66
Malvern, PA
Viable
Taylor Kishfy is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Viable Planning, LLC and previously worked at Bgs Capital Management and Cetera Investment Advisers LLC. Kishfy serves as a board member of the Franklin Lakes Chamber of Commerce. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach focused on behavioral finance and asset allocation, primarily using ETFs with modest tactical adjustments.
Gregg G
CFP®, Series 63, Series 65
Malvern, PA
Viable
Gregg Gottlieb is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Viable and has held positions at firms including LPL Financial and Kestra Financial Services. Outside of his advisory work, he is involved in several non-variable insurance businesses. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based investment process emphasizing behavioral finance and asset allocation, primarily using Exchange Traded Funds for cost and tax efficiency.
Mary F
CFP®
Malvern, PA
Viable
Mary Focht is a CFP® professional with over 17 years of experience in financial advisory, currently serving at Viable since 2024. Prior to joining Viable, she operated independently for 17 years. Viable provides financial planning, investment advisory, insurance consultancy, and retirement plan advisory services to individuals, families, businesses, trusts, and charitable organizations. The firm employs a goal-based, top-down macroeconomic approach with an emphasis on behavioral finance and asset allocation, primarily using exchange-traded funds in discretionary portfolio management.
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