Our mission: Ensure that the dream of higher education doesn't become a nightmare

How we help

We believe that everyone should have access to tools that will help them achieve their financial goals. SavvyFi makes it easy to set up 529 college savings plans with a user-friendly platform that takes the guesswork out of setting up a plan. No complicated systems or overwhelming paperwork involved. Set up your account in minutes and be on your way to start saving for the future.

Who we work with

Meet the team

Help your team save for their families' education & future.

Who it's for

Learn more

The fine print

Savvy Financial, Inc. (“SavvyFi”) is an investment adviser registered with the Securities and Exchange Commission. The investment advisory services referred to on this website are made available to U.S. residents only. This website shall not be considered a solicitation or offering for any service or product to any person in any jurisdiction where such solicitation or offer would be unlawful. Nothing in this website should be construed as investment, legal, tax, regulatory or accounting advice. Prospective investors should consult with their own legal, regulatory, tax, business, investment, financial and accounting advisers. While distributions to cover K–12 tuition are tax-free on the federal level, state tax treatment will vary, and you should check with your tax professional for details. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.