A complete list of active advisors currently associated with Sage Financial Advisors Inc.

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

Sage Financial Advisors serves individuals (including high-net-worth clients), business entities, trusts, charitable organizations, and pension and profit-sharing plans, managing discretionary portfolios for a client base of roughly 115 relationships. The firm offers discretionary investment management along with standalone financial planning, investment consulting, and tax return preparation and planning services, and it will manage variable annuity sub-accounts when requested. The firm’s investment process relies on fundamental analysis and implements both long‑term and short‑term purchases, typically allocating across mutual funds, fixed income, exchange-traded funds and, occasionally, individual equities, while treating cash as an asset class and providing ongoing portfolio monitoring. Sage generally recommends Schwab as custodian and notes it may use AI tools in support of its advisory services under a written AI policy that requires pre-approval, vendor due diligence, review of AI outputs, and employee training. Notable features in the brochure that distinguish Sage from many peers include its disclosure of client educational seminars or workshops and its receipt of support for attendance at conferences and educational events from custodial relationships. The firm also discloses that certain associated individuals are Certified Public Accountants who may provide tax preparation in their separate capacities, and that some accounts include asset transfer authorizations permitting custodial transfers to third parties under the firm’s instructions.

To learn more about the advisors currently working at Sage Financial Advisors 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.