Savvy Wealth (“Savvy”), a digital-first platform designed for financial advisors to modernize human financial advice, today announced that Brent Boden has joined the firm as a principal wealth manager. Located in Cincinnati, OH, Boden brings over 15 years of investment and insurance experience to the firm. He will leverage Savvy’s proprietary technology and marketing automation to streamline operations, enhance the client experience, and scale his practice.
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Savvy Wealth welcomes Brent Boden as principal wealth manager. (Photo: Business Wire)
Prior to Savvy, Boden was a Vice President and Regional Manager at Stock Yards Bank & Trust, where he led a team across a number of financial service functions including financial planning, investment management, insurance planning, business succession strategies, estate planning and banking. He brings over $40 million in assets under management (AUM) to Savvy and is dedicated to helping his niche client set of medical professionals achieve their financial goals through simple and actionable planning.
“As we advance our mission of modernizing human financial advice, we are being highly intentional and discerning when it comes to the advisors we bring on board,” said Ritik Malhotra, Co-Founder and CEO of Savvy. “Brent exemplifies the type of advisor we are looking to recruit. His deep expertise and unwavering commitment to his clients will only strengthen the firm as we navigate this phase of growth and continued innovation.”
In addition to his role as a financial advisor, Boden dedicates time outside of his working hours to help medical professionals take control of their financial lives through educational channels and public speaking engagements. He has become one of the most respected experts in helping medical professionals in all stages in their careers achieve financial freedom, with specific guidance on budgeting, investing, family planning, tax considerations, estate planning, and more.
The Savvy platform, which aims to drive greater efficiency for wealth advisors and end investors, will enable Boden to further simplify his planning process and augment focus on client service. Savvy’s unified and integrated suite of technology tools includes intelligent automation, which performs most repetitive back-office tasks and subsequently allows advisors like Boden to spend more time engaging with current and prospective clients alike.
“Savvy Wealth is pioneering the future of wealth management and I am thrilled to be part of the movement,” added Boden. “I am passionate about setting medical professionals up for success by helping them navigate the financial complexities of residency budgeting, loan repayment and managing income after years of intense schooling. Savvy’s technology arms me with everything I need to keep the process straightforward and painless, offering a consolidated financial picture for each and every one of my clients.”
The addition of Boden comes at a pivotal moment in Savvy’s growth trajectory, as it launches Savvy Direct Indexing, a proprietary solution that will enable financial advisors to offer tax-optimized, risk-adjusted and personalized portfolios. This latest development comes on the heels of the firm’s $11 million capital raise, announced in November 2022, which brought Savvy to $18M in new funding in less than a year. This capital will enable the company to continue developing modern software that streamlines and simplifies marketing, compliance, and back-office operations for advisors.
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks by offering competitive incentives for new employees. A key differentiator is that Savvy advisors can significantly increase earning potential for base salaries and revenue participation payouts with guaranteed equity ownership in the company. Boden marks the sixth to join the firm, which now has more than $100 million in assets under management nationally. Advisors who are interested in joining Savvy can view the firm’s open roles.
About Savvy Wealth
Savvy Wealth is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with Savvy leverage Its intentionally built, integrated technology platform to supercharge organic growth with enhanced software, and sales and marketing automation. Savvy’s proprietary technology empowers advisors to scale revenue faster and spend more time focused on growth. Follow Savvy on LinkedIn to stay up to date on the latest company news and updates.
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