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

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

Sage Wealth Advisors is a fee-only registered investment adviser that works with individuals, families, trusts, estates and small businesses to provide comprehensive wealth management, investment management, and standalone financial planning. The firm offers tailored engagements that may include implementation, ongoing monitoring, special projects, and coordination with clients’ other professionals. The firm begins relationships by assessing a client’s situation and documenting objectives in a written Investment Policy Statement, then uses a multi-model allocation process that can combine passive ETFs, actively managed funds, dividend-paying stocks, and individual municipal bonds with periodic rebalancing and negotiated review schedules. Discretionary management is provided under written agreements, and the firm emphasizes ongoing communication while prohibiting access to clients’ online investment accounts (clients are asked not to share passwords or user IDs). Compared with many peers, the firm highlights a few operational and policy distinctions: it operates on a strictly fee-only basis (no commissions or performance-based fees), may recommend third‑party managers without receiving compensation, and requires professional credentials and experience standards for investment personnel. The brochure also notes formal business continuity and information security programs and an explicit policy not to accept proxy‑voting authority — policies that may be less common among similarly sized advisory firms.

To learn more about the advisors currently working at Sage Wealth 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.

Name	Location	Years of experience
Kathleen Anderson	Marion, MA	26

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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.

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