A complete list of active advisors currently associated with Sage Advisors, LLC

Warmer can help you find a great advisor at Sage Advisors, LLC or one who fits your needs even better.

Sage Advisors serves individuals and high‑net‑worth clients and also accepts pension and profit‑sharing plans, trusts, charitable organizations, and other business entities. The firm provides discretionary portfolio management, stand‑alone financial planning, and pension consulting for employee benefit plans, delivering written plans and implementation options as agreed. Sage builds customized portfolios through diversified allocations of mutual funds, ETFs, individual bonds and equities, implementing proprietary Model Portfolios that can incorporate third‑party sub‑advisors and separately managed accounts. The firm conducts ongoing monitoring and rebalancing, uses fundamental, technical, and asset‑allocation analysis, and generally operates under discretionary authority with custodial arrangements handled through a designated custodian. Noteworthy aspects of Sage’s brochure include a formal pension consulting practice in which the firm acts as an ERISA fiduciary for plans, provides participant education and seminars, and issues specific rollover disclosures when recommending IRA rollovers. The firm also discloses that certain personnel are individually licensed to sell insurance (and may earn commissions) and describes the use of sub‑advisors and a Code of Ethics to address related conflicts of interest.

To learn more about the advisors currently working at Sage Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.