Savvy Advisors, a federally registered investment advisor tied to Savvy Wealth, which supports independent financial advisors with AI-driven technology and operational infrastructure, has welcomed Blue Barn Wealth and Paragon Private Wealth Management into its advisor network.
The two firms bring a combined $550m in assets under management to Savvy’s platform, with Blue Barn contributing roughly $300m and Paragon adding close to $250m.
The move forms part of a period of strong expansion for Savvy, which has recruited more than $4bn in assets during 2026 and now oversees upwards of $8bn in total AUM, marking a fourfold increase compared with the previous year.
Blue Barn, based in Orem, Utah, oversees close to $300m on behalf of over 220 client households, along with several 401(k) plans spanning domestic and international clients. Established in 1994 and brought under its present ownership by Jeff Brimhall in 2017, the firm delivers a planning-led approach that spans tax strategy, retirement preparation, philanthropic planning, estate coordination and alternative investments. It also manages 401(k) plans on behalf of a number of corporate clients.
Paragon, headquartered in Franklin, Tennessee, manages approximately $250m for high-net-worth individuals, families and business owners across the country. Founded by Allen Buckley, the firm combines investment management, financial planning, and tax planning and preparation, with particular focus on professionals such as lawyers, doctors and dentists.
Both firms now gain access to Savvy’s back-office and technology infrastructure, spanning compliance, marketing and operational functions, alongside its recently launched agentic Savvy Intelligence tool. They will also draw on centralised investment management through Savvy Wealth Investment Management, the firm’s investment arm, as well as participation in Savvy’s equity programme.
Blue Barn Wealth CEO Jeff Brimhall said, “Blue Barn Wealth was built around the belief that wealth is about more than financial assets. It’s about helping clients align their resources with the lives they want to create,” said Brimhall. “Savvy gives us the operational support and technology foundation to deliver that experience while continuing to build a firm centered on truly comprehensive planning and client relationships.”
Savvy Wealth CEO Ritik Malhotra said, “Jeff and Allen built practices that stand on their own, and they chose Savvy so they can keep building, with the technology and back-office support that frees them to focus entirely on their clients.
“The advisors joining our network are very entrepreneurial-minded, and every one of them decided that the best way to scale a great practice is to plug into a team and infrastructure they don’t have to manage themselves. We’ve built the best team and the best technology in wealth management, and advisors who plug into that are redefining what an independent practice can look like.”
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