Savvy Wealth Adds $550M as Blue Barn, Paragon Join Growing Platform

Savvy Advisors Inc. has expanded its wealth management network with the additions of Blue Barn Wealth and Paragon Private Wealth Management, adding roughly $550 million in combined assets under management.

The hires come amid accelerated growth for parent company Savvy Wealth, Inc., which has secured more than $4 billion in recruited assets in 2026, lifting its total assets under management past $8 billion.

Orem, Utah-based Blue Barn Wealth brings approximately $300 million in assets under management across more than 220 client households and corporate 401(k) plans. Led by Jeff Brimhall, the practice provides tax planning, retirement strategies, estate coordination, and alternative investment consulting.

Franklin, Tennessee-based Paragon Private Wealth Management, founded by Allen Buckley, manages about $250 million in assets. The firm caters to business owners and professionals—including physicians, attorneys, and dentists—offering tax preparation alongside core financial planning.

“Blue Barn Wealth was built around the belief that wealth is about more than financial assets,” said Brimhall, noting Savvy provides the technological foundation to support comprehensive planning. Buckley added that Savvy’s single connected ecosystem and artificial intelligence capabilities reduce administrative burdens.

Joining the platform provides both practices access to back-office operational teams, centralized management through Savvy Wealth Investment Management, and equity participation programs.

“The advisors joining our network are very entrepreneurial-minded,” said Ritik Malhotra, founder and chief executive of Savvy Wealth. “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.”

Pictured l to r: Ritik Malhotra, Allen Buckley, Jeff Brimhall