Savvy Advisors has added Blue Barn Wealth and Paragon Private Wealth Management to its network of independent financial advisers, bringing approximately $550 million in combined assets under management to the platform. Blue Barn contributes about $300 million in AUM, while Paragon adds approximately $250 million.
The additions extend a period of rapid growth for Savvy, which said it has recruited more than $4 billion in assets during 2026 and now manages over $8 billion in total AUM. The company’s assets have increased approximately fourfold over the past year.
Both firms will retain their existing brands and client relationships while gaining access to Savvy’s technology, compliance, marketing, investment management and operational infrastructure.
Blue Barn Wealth is headquartered in Orem, Utah, and serves more than 220 client households, along with several 401(k) plans, across the United States and internationally.
The firm traces its origins to 1994 and was consolidated under its current ownership by Jeff Brimhall in 2017.
Blue Barn provides comprehensive wealth management services spanning tax planning, retirement planning, charitable giving, estate planning coordination and alternative investments.
The firm follows a planning-focused approach designed to help individuals and families align their financial decisions with broader personal goals and values.
Paragon Private Wealth Management is based in Franklin, Tennessee, and serves affluent individuals, families and entrepreneurs nationwide.
Founded by Allen Buckley, Paragon combines investment management, financial planning, tax planning and tax preparation within an integrated wealth management model.
The firm primarily serves business owners and professionals, including attorneys, physicians, dentists and other practice owners.
Buckley began his financial services career in 2003, initially advising educators and healthcare professionals on retirement planning. He transitioned to the independent RIA model in 2009.
Through Savvy, Blue Barn and Paragon will receive support from centralized compliance, marketing, technology and operations teams.
The firms will also gain access to Savvy Intelligence, the company’s agentic AI offering, and centralized investment capabilities through Savvy Wealth Investment Management.
Savvy said its platform is designed to reduce the administrative work associated with operating an independent advisory firm while allowing advisers to retain ownership of their practices and spend more time with clients.
Advisers joining Savvy can also participate in the company’s equity program.
KEY QUOTES:
“Savvy gives us the operational support and technology foundation to deliver that experience while continuing to build a firm centered on truly comprehensive planning and client relationships.”
Jeff Brimhall, Founder of Blue Barn Wealth
“Savvy’s platform stood out because it allows us to provide that experience through one connected ecosystem while leveraging technology and AI to reduce administrative complexity.”
Allen Buckley, Founder of Paragon Private Wealth Management
“Jeff and Allen built practices that stand on their own, and they chose Savvy so they can keep building, with the technology and back-office support that frees them to focus entirely on their clients.”
Ritik Malhotra, Founder and CEO of Savvy Wealth
