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Living On Your Own Terms Starts Here

Discover the freedom that comes from a relationship with us.

Create a Better Wealth Plan

Broadening Your Possibilities for Retirement

Headquartered in Reno, Nevada, Sage Financial Advisors partners with individuals and business owners in our community and beyond. We’re committed to guiding you forward in your life as you gain greater confidence and control of your financial future. In doing so, we help you focus on the people you love, the things you love to do, and overall, the parts of your life that are most important to you.

Here’s What You Can Expect From Us


An Entire Team Behind You

We believe in collaboration within our team and with your circle of professionals. By combining our areas of expertise, all moving parts of your financial life can be in sync towards your goals.

A Financial Roadmap Forward

Through our total planning approach, you’ll be guided through a clarifying 3-step process to thoughtfully define what you want out of life and craft a plan to get you there.

The Personal Attention You Deserve

Getting to know what matters most to you sets the foundation for a relationship that fits your needs. It also provides a guideline for empowering and informing your decision making.

An Experience Designed to Improve Your Life

Led By a Team You Can Trust

Those we work with are experiencing vastly different life challenges and opportunities. Given that finances are intimately connected to our lives, our clients are also facing unique financial questions. Through reflective conversations with you, we seek to understand where you are now and what changes you want to see in your life moving forward. 

By building an ongoing relationship, our goal is to not only equip you with a clear plan—but to be your first call regarding any financial question, significant life event or critical decision.

That’s what it means to us to be your dedicated financial team.

Discover If We’re a Fit


When You Know Your Tomorrow is Secure,
You Can Live Fuller Today

Discover how we can help you plan wisely and devote more time to what matters most to you.

See What We Offer

Schedule a Meeting