NEW YORK--(BUSINESS WIRE)--Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced it has welcomed Erich Yost, CFA, and Ryan Bond CFP® to the firm as principal wealth managers. Yost and Bond, both based in the Greater Philadelphia area, are the newest advisors to partner with Savvy and gain access to its proprietary technology platform. Savvy’s interface was designed to help advisors build personalized financial plans, improve client service and streamline marketing, and back-office operations.
Yost comes to Savvy from Veritable, LP, where he was a portfolio manager and a member of a team that managed $2.5 billion in assets for ultra-high-net-worth individuals and families. With over 12 years of industry experience, Yost is well-positioned to provide guidance to clients on topics including strategic asset allocation, estate planning, and engaging the next generation. As an independent advisor at Savvy, Yost will leverage the firm’s growing tech stack to help his affluent clients effectively manage generational wealth and improve intra-family relationships.
“As a financial advisor, I strive to make decisions that are not only in the best interest of each client, but also in the best interest of their families,” said Yost. “Leveraging the technological features of the Savvy Wealth platform introduces tangible benefits to the planning process for everyone involved. I have been able to automate processes and streamline workflows in my new role, allowing me to focus on the big picture and build deeper relationships with my clients. They deserve a partner who isn't stuck in the weeds and I'm excited to partner with Savvy to achieve this goal for my practice.”
Similarly, Bond serves a client base made up of primarily high-net-worth investors and joins Savvy from Empower (formerly Personal Capital), where he worked as a senior financial advisor. In his prior role, Bond employed his holistic approach to financial planning while leading 300 client relationships with over $430 million in combined assets under management (AUM). Early in his career, Bond worked as an advisor at Vanguard and earned his Series 7, Series 66, and CFP® certifications shortly after graduating with a triple major in financial planning, finance, and economics from the University of Delaware.
“From the onset of my career, I have strived to take a modern approach to financial planning, aiming to maximize efficiency and satisfy my clients’ evolving needs,” said Bond. “Being a young advisor with a future-forward mindset, Savvy felt like the right home for me. It's all-in-one platform is poised to enhance my practice, offering proprietary solutions that allow me to unify every aspect of my clients’ financial lives and stay ahead of my their fast-evolving needs.”
As Savvy advisors, both Yost and Bond have access to integrated technology across all facets of the planning process, made available via a newly launched advisor platform. Earlier this year, Savvy also rolled out a proprietary direct indexing solution that enables advisors like Yost and Bond to deliver tax-efficient, values-aligned portfolios that are customized to their high-net-worth clients’ ESG preferences.
“Our intuitively designed software is only as good as the advisors we partner with to leverage the technology,” added Ritik Malhotra, Co-Founder and CEO of Savvy. “We seek out experienced advisors who have a track record of success with a niche they intimately understand. Erich and Ryan are both passionate, professional and motivated individuals who will play a key role in the next phase of innovation at Savvy.”
Since its founding in 2021, Savvy has been actively recruiting advisors to its ranks and has scaled to several hundreds of millions of dollars in assets under management nationally. Advisors who are interested in joining Savvy can view the firm’s open roles.
About Savvy
Savvy 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 help supercharge organic growth with enhanced software, and sales and marketing automation. Savvy’s proprietary technology empowers advisors to help 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.
Neither Savvy Wealth, nor Savvy Advisors compensates, directly or indirectly for testimonials provided herein. Testimonials are not provided by clients however testimonials represent a conflict of interest as individuals may indirectly benefit from the endorsement they have provided.
