A complete list of active advisors currently associated with SageBroadview Wealth Management, LLC

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

SAGEbroadview Wealth Management, LLC provides comprehensive wealth management and consulting to individuals (including high‑net‑worth clients), trusts, and estates, and additionally offers a Young Professionals Program for early‑career clients. The firm manages approximately $397 million on a discretionary basis across about 148 client relationships and delivers services through personalized investment policy statements, ongoing monitoring, and periodic reviews. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold strategies with periodic rebalancing, using mutual funds and ETFs (including portfolios that incorporate Dimensional Fund Advisors funds) and the option to allocate to independent money managers. Portfolios are implemented on a discretionary basis through custodians such as Schwab and Altruist, with tools for model‑based allocations and automated rebalancing where applicable. Noteworthy aspects disclosed in the Form ADV include an affiliated tax‑preparation entity, SAGEbroadview Tax, LLC, which shares common ownership with the advisory firm and may be recommended to clients (a relationship the ADV identifies as a potential conflict of interest). The ADV also indicates practices that are less common among similar team firms — for example, permitting borrowing within separately managed accounts — and the firm maintains a formal program to serve younger clients who may have more modest investible assets via electronic delivery and goal‑based model portfolios.

To learn more about the advisors currently working at SageBroadview Wealth Management, 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.