SAGE FINANCIAL SERVICES, INC. Sage Financial Services, Inc. is our wholly-owned affiliate which provides comprehensive financial planning services to individuals and their families.  Sage Financial Services, Inc. is dedicated to helping our clients improve the quality of their lives and achieve their goals through the wise use of their financial resources. We do this by being trustworthy advisors who provide holistic financial advice, education, commission-free implementation and ongoing investment monitoring on a fee-only basis.

WHAT MAKES US DIFFERENT? There are two major factors that distinguish Sage Financial Services, Inc. from the bulk of the financial planning/brokerage industry: a fee-only compensation system and a holistic approach provided by our experienced team of Certified Financial Planners and Certified Public Accountants. A fee-only compensation structure provides you the assurance that your financial advisor is representing your financial interest without any potential conflicts of interest.  We are compensated for our services through retainer and asset management fees, not sales commissions. Our clients know, up front, how much they will be billed and what services they will receive. There are never any hidden charges or unknown added costs. We strive to eliminate all conflicts of interest. Our holistic approach ensures that our clients' financial plans are complete and integrated. At Sage Financial Services, Inc., we have the expertise as CPA's and CFP's to help you look at the big picture, clarify where you are today and determine where you want to be. We make recommendations that take into consideration all aspects of our clients' changing financial lives. In addition to a complete, integrated plan, we work with our clients on an on-going basis to proactively monitor that plan. We consider financial planning to be a dynamic, constantly evolving process.