Key Facts:

Fiduciary Services: YES
Fee-Only Services: YES
Investment Minimum: $1 Million
Assets Managed: $195 Million

The SageVest Difference

SageVest was established to meet the growing need for independent and unbiased financial and investment advice. Every element of our business supports these objectives.

A Top Fee Only Firm

We are an independent, fee only advisory firm. This means that we’re not tied to any financial companies or products and that we receive no commissions or incentives. Furthermore, we proudly serve as your fiduciary advisor, requiring that we place your best interests at the forefront of every decision.

Dedicated Financial Advisors

Each of our advisors is a credentialed CERTIFIED FINANCIAL PLANNER™ with deep investment and financial knowledge. Every member of our advisory team adheres to two stringent Codes of Ethics: One is imposed by the CFP® Board, and the other is imposed by our company. Each requires our advisors to make recommendations that align with your best interests.

Our Commitment to You

Our commitment is to you. At all times, we remain focused solely on enhancing your financial well-being and supporting what matters most to you. This can include achieving financial security, fulfilling life goals, and enhancing your relationship with those you care about. SageVest supports a family-centric focus to finances, facilitating intergenerational financial dialogue, as well as offering a range of educational resources including seminars and online tools.

We support full transparency and disclosure at all times. We invite you to review our Regulatory Disclosure Document and to contact us with any questions.

Are you in need of a dedicated financial advisor that puts the needs of their clients first?

Contact us