A complete list of active advisors currently associated with Philip J.. Sagan Financial Consulting, Inc.
Warmer can help you find a great advisor at Philip J.. Sagan Financial Consulting, Inc. or one who fits your needs even better.
The firm provides financial consulting and portfolio management to individual clients, with an emphasis on high‑net‑worth households, offering services that include tax planning, retirement planning, education planning, investment planning, and tailored portfolio construction. It reports a very small client roster and no assets under management on its ADV. The firm’s process is individualized: it documents each client’s risk tolerance, financial condition, age and experience, and recommends portfolios typically composed of stocks, mutual funds and ETFs, with periodic reviews tied to the terms of engagement. It may accept limited discretionary authority for trading and directs clients to maintain custody with qualified custodians it recommends. Distinctive features include an affiliation with a separate public accounting firm owned by the same principal, so some clients may receive both accounting and advisory services under separate engagements. Unlike most peers, the firm operates on a fee‑only basis without percentage‑of‑AUM billing and focuses its practice toward higher‑net‑worth clients rather than a broad mix of individual retail accounts.
To learn more about the advisors currently working at Philip J.. Sagan Financial Consulting, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, MA
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)