Savvy Advisors, a federally registered investment advisor affiliated with Savvy Wealth, has added three advisor teams previously affiliated with Commonwealth Financial Network as part of a broader group of 28 advisors who have joined the firm since June. With these additions, Savvy now includes 100 independent wealth managers and is nearing $4 billion in assets under management.
The three incoming teams represent a combined focus on tax-aligned planning, holistic financial strategies, and specialized services for client segments.
Innovative Financial Solutions Inc., now rebranding as Mosaic Wealth Advisors, joins Savvy under the leadership of Edward Wildermuth, Clint Seefeldt, and Steven Meier. Based in Carmel, Indiana, and overseeing $250 million in assets, Mosaic specializes in financial planning for professionals and families, with a particular focus on advising medical professionals.
Horizon Advisory Group, led by Berkeley Arrants, Angelique Ayala, and Stephanie Gumm, manages over $108 million in client assets from Houston. The team provides planning services for both individuals and business owners, with unique offerings for clients navigating divorce and complex financial transitions.
Atticus Wealth Management, led by founder Steve Grogan in Macomb, Michigan, adds $37 million in client assets to Savvy with a focus on investment management and strategic tax planning.
Savvy operates as a multi-custodial RIA across both Fidelity and Schwab, which offers continuity for advisors transitioning from Commonwealth practices that commonly use Fidelity. The firm emphasizes a model built around advisor autonomy, operational support and integrated modern technology.
Alongside the Commonwealth teams, Savvy has also added individual advisors and multi-advisor groups nationwide, broadening its national reach and strengthening its planning and portfolio management resources. The firm also recently appointed Anshul Sharma as chief investment officer. In this role, he is building an internal CIO office that will provide institutional-level investment strategy resources, optimized portfolio models and expanded access to alternative and thematic investment solutions.
Savvy continues to broaden its platform for both advisors and high-net-worth clients, offering personalized investment management, tax preparation, retirement account management, financial planning, high-yield cash solutions and access to insurance and alternative investment strategies.
The firm states it is continuing to welcome advisors seeking independence combined with operational scale and is positioning itself as an increasingly prominent destination for growth-focused wealth advisors.
KEY QUOTES:
“I became a financial advisor for many reasons, but in large part because I wanted to chart my own career path. Savvy’s reputation for fostering independence, maintaining an advisor-first culture and providing industry-leading support made them the perfect match for our team. We look forward to leveraging Savvy’s expertise, technology, marketing resources and multi-custodial platform flexibility to grow our business and enhance the client experience for those we serve.”
Edward Wildermuth, CFP, ChFC, CPA, Mosaic Wealth Advisors
“At Savvy, we’re preserving the legacy of independence that today’s advisors expect, and pairing it with our own world-class in-house technology, operations and marketing support. As we continue to expand our team, our emphasis on advisor empowerment remains central to our purpose of redefining what it means to be an independent advisor. By giving professionals the tools, support and community they need to thrive, Savvy is advancing a more intentional approach to wealth management.”
Ritik Malhotra, Founder and CEO, Savvy Wealth
