Staffing an RIA to Serve Small, Midsize Plans

Staffing an RIA to Serve Small, Midsize Plans

By
Alex Ortolani
|
September 25, 2024

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Brian Boswell

Hi there! 👋🏼 I'm Brian, I specialize in investment management and custom tailored financial planning for physicians. Drawing on my firsthand understanding of the challenges faced by physicians, I offer guidance on protecting your assets, minimizing taxes, and preparing for the future.

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Brian Boswell is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy.

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