Independent advisors sharing knowledge to create innovative solutions tailored to each of our clients.

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What Sage Financial Associates Means to You

Working with a financial advisor who is part of Sage Financial Associates means you’re working with an advisor you know, like, and trust. You’re also working with an advisor who is part of a network sharing expertise in all areas, resources, technology and support. Every one of our associates is dedicated to bringing our best ideas to every client every day, and to offer solutions tailored to each client’s situation to meet their life’s goals and build financial security. ‘

We invite you to learn more about our talented team of dedicated advisors!


We come from backgrounds in investing, insurance and group benefits, trust administration, qualified retirement plans, financial planning and financial analysis.


We are independent financial advisors offering investment products, advisory services and financial planning through Cadaret, Grant & Co.

We do not sell proprietary products. Cadaret, Grant & Co. has supported independent advisors since 1985, joining the Atria Wealth Management group of companies in 2018. They offer us additional resources for technology, scale and innovation. 


The Sage Investment Advisory Committee shares investment research ideas and offers support in the constant pursuit of information and ideas that will benefit our clients in our ever-changing world.

Your Journey, Our Expertise

Getting where you want to be isn’t always easy. But it’s a lot easier with folks who work to understand what your true goals are, and have the experience and resources to get you there.

Our Network

We are independent financial representatives and advisors working together to make sure you have the expertise you need to reach your personal goals.

Check the background of investment professionals or firms at FINRA’s BrokerCheck.