Skip to content

A Savvier Way to
Grow Your Network Fuel Career Success Boost Your Income Drive Impact Get Work-Life Balance Do Meaningful Work Grow Your Network

We're not your traditional firm. Discover a work environment where you can thrive from Day 1.

Female professional smiling while talking to colleagues
A man in business attire smiling at the camera

Premium Brand Firm, Without the Handcuffs

At Savvy CFO, we offer all of the benefits of a premium brand firm. We represent a large network of savvy financial professionals who come together from different walks of life, experiences, and skill sets to provide outstanding results for our clients.

Unlike traditional firms with rigid hierarchies, corporate red tape, outdated business models, and disproportionate rewards, we've created a place for top-tier financial professionals to thrive. Your opinions and feedback are always welcome; we want all of our associates to feel heard, seen, and valued.

Income Comparison Calculator

Enjoy Work Flexibility & Competitive Pay 

Ready to increase your earnings and set your own hours? Want to reduce the costs of venturing out on your own? Use our calculator to crunch the numbers and find out how much you could earn and save, on your own time, by joining Savvy CFO. To see more on our associates agreement click HERE

Join the Savvy Team
Results Per Year
  • Savvy Salary
  • Current Salary $
  • Additional Income
  • Savvy Hours
  • Current Hours
  • Hours Saved
  • Days Saved
Cost Savings By Joining Savvy CFO
* assumes annual increase of 3%
* first year no desk fee with 85-15 split

What sets us apart?

In addition to achieving stellar results for our clientele, we've built a culture that truly reflects and encourages the unique perspectives of our team. No bureaucracy, no red tape—just great ideas, technical expertise, and white-glove service from seasoned professionals who know how to execute.

We keep an open dialogue.

Every team member's opinions and feedback are always welcomed in all aspects of the business. We make sure that you’re seen and heard.

We lead with ambition.

We're always willing to put in the extra work to create custom solutions that help our clients reach their full potential.

We're curious and adaptable.

Every challenge brings new opportunity. We push ourselves to innovate, execute, and pivot based on our clients' needs.

We act with integrity.

In our everyday actions, we build trust with our clients and with each other. We do what's right, not what's easy.

We don't play politics.

Bureaucracy and hierarchy are not part of Savvy CFO's vocabulary. Your career trajectory is in your hands.

We stay connected.

We've built a large network of financial professionals where people from all walks of life, with all kinds of experiences and skills, thrive.

Are you savvy?

Find out if you have what it takes to join our team of passion-driven financial experts. We're always looking for self-starters, innovators, and top-tier talent ready to join hands with Savvy CFO.

creative thinking icon

Strategic Thinking

We depend on innovators, problem solvers, and critical thinkers to lead the way.

talk and communication icon

Clear Communication

We encourage an open dialogue to share and iterate on great ideas.

partnership icon

Honesty & Integrity

We earn trust through our actions. We do what’s right, not what’s easy.

technology and connection icon

Innovation & Adaptability

We create environments where new ideas and diverse perspectives thive.

technical task icon

Technical Expertise

We value deep industry expertise and refinement of technical skills.

flag icon

Action & Improvement

We believe action drives us forward so we can achieve even our most lofty goals.

financial documents icon

Career Ambition

We're achievement-oriented in every aspect of our professional pursuits.

books icon

Insatiable Curiosity

We maintain an unwavering commitment to lifelong learning.