Why You Need A Financial Advisor (Jul 17, 2018)

You wouldn’t consider running a marathon without first undergoing a medical and some fitness training. If you’re serious, you might even hire a professional trainer to create a personalized workout that maximizes your chances of crossing the finish line.

Think of a financial advisor as a trainer – but for your money. They evaluate your current financial fitness, learn about your wealth goals, and develop a customized plan to secure your current and future financial wellbeing. While everyone’s reason for hiring an advisor differs, there are commonalities, like saving for retirement, the loss of a spouse, or starting a business. Here are ten reasons why you need a financial advisor.

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20 Important Questions To Ask A Financial Advisor (Jun 18, 2018)

There is a lot at stake when you’re interviewing a financial advisor to guide your wealth decisions and help you achieve financial security. You want someone who possesses the knowledge, experience and qualifications you need at a price that’s reasonable, with a dialogue that’s meaningful to you.

SageVest Wealth Management offers 20 important questions to ask a prospective financial advisor across four key categories, to help you make the best choice.

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How To Find The Best Financial Advisor For You (Jan 25, 2018)

Whether it’s a New Year resolution, life event, or simply recognition that your finances require attention, hiring a financial advisor is a great idea, wealth-wise. But how do you find the best financial advisor for you?

SageVest offers a high caliber of investment management services to clients in the DC Metro area and beyond, and we welcome your enquiries. However, we recognize that our investment minimum may present a hurdle for some, and that consequently, we’re not always the best fit. Here’s how to find the best financial advisor for you.

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