Press & Media

Read media coverage, industry recognition, and firm announcements featuring Beyond Wealth Partners.

Brad Morgan Named #7 on AdvisorHub's 400 Advisors to Watch

July 14, 2026

Brad Morgan, CFP®, founder of Beyond Wealth Partners, has been named No. 7 on AdvisorHub’s 2026 Top 400 Advisors to Watch list. Read the full announcement.

Brad Morgan Named #7 on AdvisorHub's 400 Advisors to Watch

July 14, 2026

Brad Morgan, CFP®, founder of Beyond Wealth Partners, has been named No. 7 on AdvisorHub’s 2026 Top 400 Advisors to Watch list. Read the full announcement.

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The financial professionals with Beyond Wealth Partners are investment advisers representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Beyond Wealth Partners is used as a marketing name only and is not separately registered. For more information about Savvy, visit our website: www.SavvyWealth.com and see our Form ADV and Form CRS.

Beyond Wealth Partners describes its advisory services as “fee-only” because it receives compensation solely from client-paid advisory fees. Advisors associated with Beyond Wealth Partners evaluate both internal and external investment options and make recommendations based on what they believe is in the best interest of their clients. Savvy Advisors and its affiliates may receive additional forms of compensation related to certain investment solutions.

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Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website.

Awards and accolades are granted by non-affiliated third parties and are provided for informational purposes only. The views expressed in related publications are those of the authors and not necessarily those of Savvy. Nothing herein should be construed as evidence of any client’s experience with the firm. Savvy makes no warranties regarding the accuracy of third-party information and disclaims liability for any reliance thereon.

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