Welcome to SageVest Financial Advisors

We are a fee only independent financial advisory firm providing investment consulting and advanced planning services to a limited number of individuals and families.

Our mission is to assist you with identifying, understanding, and pursuing your financial objectives. This requires appropriate attention to a variety of areas including asset diversification and management of the risks that may threaten achievement of your goals. Our focus is on helping our clients navigate an increasingly complicated financial landscape to accumulate and preserve their wealth. Doing so successfully requires trustworthy advice, personal service, and a close partnership. We are dedicated to providing objective counsel to help you make good decisions with your financial resources.

Our process begins with a Discovery Meeting, which allows us to explore together whether Sagevest is the best firm for you. After this meeting, if we feel we can add substantial value to your situation, we will provide you our view of how we would do so. If not, we will help you locate a firm that will better serve your needs.