Company profile
Savvy Financial
Helping you create a financial foundation that supports not just where you are — but the future you’re building.
- Industry
- Financial Services
- Employees
- 2
- Headquarters
- Charlotte, North Carolina
- Founded
- 2023
- LinkedIn followers
- 9
- Office locations
- 1
Savvy Financial company summary
Savvy Financial is a company in the Financial Services industry, headquartered in Charlotte, North Carolina, founded in 2023. On LinkedIn the company has around 2 employees and 9 followers. Its listed specialties include financial advisor, wealth management, wealth advisor, investment solutions, financial planning.
What technology does Savvy Financial use?
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About Savvy Financial
Savvy Financial is a Charlotte, NC–based financial planning and wealth management firm focused on helping clients pursue greater financial independence through personalized, fee-based planning. The firm works with individuals and families to develop a financial foundation that supports both their current needs and long-term goals. Savvy Financial specializes in helping clients navigate complex financial decisions by aligning strategies with their values, priorities, and vision for the future. The firm’s approach centers on three key planning principles: tax awareness, asset diversification, and coordinated cash flow management to support thoughtful decision-making over time. Through comprehensive financial planning and wealth management services, including retirement planning, tax-aware planning, estate planning strategies, and risk management – Savvy Financial aims to empower clients to make informed decisions designed to support their financial goals. IMPORTANT DISCLAIMER: Blueprint Financial Advisors d/b/a Savvy Financial is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation to purchase or sell any specific security or of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Securities offered through Maplewood Investments, Inc., member FINRA, SIPC. Advisory services offered through Blueprint Financial Advisors LLC, an SEC Registered Investment Advisor. Maplewood Investments, Inc. and Blueprint Financial Advisors LLC are affiliated. Maplewood Investments, Inc., does not provide tax, legal or accounting advice
Specialties
Where is Savvy Financial located?
Savvy Financial lists 1 location.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Savvy Financial savvyfinancialllc.com | Financial Services | 2 | 2023 | Charlotte, North Carolina |
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Frequently asked questions about Savvy Financial
What does Savvy Financial do?
Savvy Financial is a Charlotte, NC–based financial planning and wealth management firm focused on helping clients pursue greater financial independence through personalized, fee-based planning. The firm works with individuals and families to develop a financial foundation that supports both their current needs and long-term goals. Savvy Financial specializes in helping clients navigate complex financial decisions by aligning strategies with their values, priorities, and vision for the future. The firm’s approach centers on three key planning principles: tax awareness, asset diversification, and coordinated cash flow management to support thoughtful decision-making over time. Through comprehensive financial planning and wealth management services, including retirement planning, tax-aware planning, estate planning strategies, and risk management – Savvy Financial aims to empower clients to make informed decisions designed to support their financial goals. IMPORTANT DISCLAIMER: Blueprint Financial Advisors d/b/a Savvy Financial is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation to purchase or sell any specific security or of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Securities offered through Maplewood Investments, Inc., member FINRA, SIPC. Advisory services offered through Blueprint Financial Advisors LLC, an SEC Registered Investment Advisor. Maplewood Investments, Inc. and Blueprint Financial Advisors LLC are affiliated. Maplewood Investments, Inc., does not provide tax, legal or accounting advice
How many employees does Savvy Financial have?
Savvy Financial has around 2 employees on LinkedIn.
Where is Savvy Financial headquartered?
Savvy Financial is headquartered in Charlotte, North Carolina.
When was Savvy Financial founded?
Savvy Financial was founded in 2023.
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