Savannah, GA Office

SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm offers ongoing portfolio management and comprehensive financial planning across common investment vehicles (mutual funds, equities, bonds, REITs) and oversees about $755.7 million for roughly 2,469 clients with a 14‑advisor team.

SageGuard documents client objectives in an Investment Policy Statement and implements them through a suite of model portfolios and sleeves — Sage Series 1–5, the Sage 50, income-focused strategies, and various ETF and sector sleeves — with differing account minimums to match client risk profiles. Although the firm may request discretionary trading authority, the majority of assets are managed on a non‑discretionary basis ($555.7M non‑discretionary vs. $200.0M discretionary as of December 2025), and accounts receive at least quarterly reviews by the firm’s managing member.

Noteworthy features include the firm’s substantial non‑discretionary asset base, an arrangement that is unusual for multi‑team advisers, and a product lineup that serves both smaller account investors (many sleeves with $10k–$25k minimums) and high‑net‑worth clients. The firm also maintains other industry roles (including insurance licensing and certain advisers’ commissionable sales), which it discloses as potential conflicts of interest.