Founded in 2002 by Sheri Sage, Sage Financial Systems (SFS) is an independent, fee-only financial planning and investment management firm. The company operates under a fiduciary standard, meaning it is legally and ethically bound to act in the best interests of its clients. SFS provides comprehensive financial advisory services, including retirement planning, investment portfolio management, and personalized financial strategies, primarily for individuals and families. Their mission is to help clients achieve their financial goals through objective advice and disciplined investment management.

Founded in

United States