A Top Fee-Only Financial Advisory Firm in the DC/MD/VA area

ABOUT US

Awards

For more information regarding SageVest Wealth Management awards,
please visit our Disclosures page.

Five Star Professional
DC Metro Area Wealth Manager
2025*

Five Star Professional
DC Metro Area Wealth Manager
2025**

Northern Virginia Magazine
Top Financial Professional Award
2025*

Top 250
RIAs To Watch
2025**

Washingtonian
Top Financial Advisor
2025*

Five Star Professional
DC Metro Area Wealth Manager
2024*

Five Star Professional
DC Metro Area Wealth Manager
2024**

Northern Virginia Magazine
Top Financial Professional Award
2024*

Washingtonian
Top Financial Advisor
2024*

Five Star Professional
DC Metro Area Wealth Manager
2023*

Northern Virginia Magazine
Top Financial Professional Award
2023*

Washingtonian
Top Wealth Adviser
Hall of Fame
2023*

Five Star Professional
DC Metro Area Wealth Manager
2022*

Northern Virginia Magazine
Top Financial Professional Award
2022*

Washingtonian
Top Financial Advisor
2022*

Five Star Professional
DC Metro Area Wealth Manager
2021*

Northern Virginia Magazine
Top Financial Professional Award
2021*

Washingtonian
Top Financial Advisor
2021*

Advisory HQ
Top Financial Advisors
in the Tri-State Area
2020-21***

Five Star Professional
DC Metro Area Wealth Manager
2020*

Northern Virginia Magazine
Top Financial Professional Award
2020*

Washingtonian Award 2019

Washingtonian
Top Wealth Advisor
2019*

Northern Virginia Magazine
Top Financial
Professional Award
2019*

Five Star Award 2019 Five Star Professional
DC Metro Area Wealth Manager
2019*

Advisory HQ
Top Financial Advisors
in the Tri-State Area
2019***

Five Star Wealth Manager 2018 Award logo
Five Star Professional
DC Metro Area Wealth Manager
2018*

Northern Virginia Top Financial Professional Award 2018 logo

Northern Virginia Magazine
Top Financial Professional Award
2018*

Washingtonian
Top Money Advisor
2018*

Five Star Professional
DC Metro Area Wealth Manager
2017*

Top Rated Financial Advisor Northern Virginia - Jennifer Myers Northern Virginia Magazine
Top Financial Professionals NoVA
2017*

Washingtonian
Top Money Advisor
2016*

Five Star Professional
DC Metro Area Wealth Manager
2016*

NoVA Magazine Top Financial Professional Award 2016 Northern Virginia Magazine
Top Financial Professional NoVA
2016*

Five Star Professional
DC Metro Area Wealth Manager
2015*

Northern Virginia Magazine
Top Financial Professional NoVA
2015*

Washingtonian
Top Money Advisor
2014*

Washingtonian
Top Money Advisor
2012*

Five Star Professional
DC Metro Area Wealth Manager
2012*

Awarded to Jennifer Myers
Awarded to Dan Serra
Awarded to SageVest Wealth Management

KEY FACTS

Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $400 Million

SAGEVEST
WEALTH MANAGEMENT

Make a wise investment
in your future today.

Make a wise investment in your future today.