We built Prairie Oak Advisors to stay boutique and personal — rooted in real relationships, not sales quotas. Then we found a partner with the infrastructure to back that promise up.
Figures confirmed against savvywealth.com/about, as of July 2026.
Savvy Wealth is a federally registered investment adviser built from the ground up in 2021 to do what legacy firms couldn't — combine the personal relationship of an independent advisor with the technology and infrastructure of an institutional firm.
They didn't retrofit an old platform. They built a new one from scratch, by asking one question: what would wealth management look like if you built it today? The answer is Savvy, and it's why we chose them as our partner.
For you, that means you're not working with an advisor running on outdated systems and paper workflows. You're working with us — backed by something built for what wealth management should be.
Tax-loss harvesting, automated rebalancing, direct indexing, alternative investments — tools once reserved for the ultra-wealthy are now part of how we manage every relationship.
A secure digital dashboard gives you a live view of your financial plan, investment performance, and progress toward your goals — no waiting on a quarterly statement.
Savvy's platform automates the administrative work that used to eat into an advisor's week. Those hours come back to you — as deeper conversations and faster action on what matters.
Your assets are custodied at Fidelity, one of the most trusted names in financial services. Your money isn't sitting in a proprietary account you can't see.
Savvy chooses serious, independent-minded advisors, and so do we.
We're fiduciaries. Savvy is a fiduciary. That obligation runs from the platform all the way through our relationship with you — every recommendation made with your goals in mind.
"You've spent years building something real. You deserve a financial partner who shows up with the best tools in the business — and the personal attention to actually use them on your behalf."
Disclosure: Gary Jones is an investment advisor representative with Savvy Advisors, Inc. ("Savvy Advisors"). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission ("SEC"). Prairie Oak Advisors LLC is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.SavvyWealth.com. For more information about Savvy's investment advisory business, please see our Form ADV and Form CRS.