About Us

Our mission is to help communities invest in future generations.

College graduates

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.

Our Happy Customers

Brentwood Baptist Church
Battle Ground Academy
Kirk Day School
St. Ann

Featured In

Nashville Post
Must Have Mom
Finance For Geek

Advisory Board Includes Executives From

The Wondry
CBIZ
Mutual of Omaha
Acrisure

Our Team

Jeffrey Hull

Jeffrey Hull

Founder

Stephen Cretin

Stephen Cretin

Founder

Dani Heileman

Dani Heileman

Director of Product Marketing

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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. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

my529 and Vanguard are the respective trademarks of my529 and The Vanguard Group, Inc. All gifting & cashback stats are valid as of 1/1/21.