Saxony is a unique broker dealer: we are an independent, privately owned firm that has built a comprehensive model while still offering autonomy. Saxony’s founders are experienced investment professionals that established our broker dealer to create an objective, transparent and independent platform where financial advisors could service their clients.
Financial advisors and their clients do not want to be just another number. Saxony was established to address the systematic problem that has troubled financial advisors and their clients for many years; large, vertically structured brokerage firms that claim to be “main street” oriented. When in reality, they tend to be manufacturers and distributors of specific financial products and platforms that cater to their bottom line.
At Saxony we are striving to reform this problem by getting back to business on a personal and individual level. When our independent financial advisors or their clients call Saxony’s home office, they are not forwarded to a long list of menu options. They speak with a live receptionist who is able to direct them to one of our staff members. Our staff is cross trained to assist you right away instead of being transferred from department to department in order get the right answer.
Saxony was founded on one simple belief:
Provide exceptional investment management services for advisors and their clients