Comprehensive Service
Client-first philosophy committed to individualized planning, direct and frequent communication with no corporate maze to navigate.
Objective Advice
Financial planning and investment management utilizing state of the art tools and proven strategies without proprietary products or sales quotas.
Proactive Management
Goals-driven, tax-efficient, investment recommendations tailored to your risk profile and financial targets.
Welcome to Sage Financial Group
Our Mission
Our mission is to provide our clients with financial confidence – through deliberate planning, proactive guidance, and valuable communication - all with service that exceeds expectations.
Our Guiding Principles
- Client-first service
- Independent advice
- Goals-driven planning
- Proven investment management
- Golden rule philosophy
“You’re busy doing what you do best. So are we — helping you achieve financial confidence.“
How We Help You
We answer the questions you want answered: Where are you? How do you get where you want to be? How do you stay on track?Question Where exactly are you financially?
Action Build an accurate picture of your financial world. See your financial landscape more clearly and comprehensively than ever before.
Question What do you want your future to look like?
Action Identify and quantify your goals, concerns, risk appetites and milestones.
Question What should you do?
Action Build a plan. Take steps toward your goals. Start making progress.
Question How am I doing?
Action Monitor progress and make necessary adjustments as your life and the world change.
Financial Management Tools
We utilize state of the art tools that enable you to follow your plan, measure your risk, monitor your accounts and track your progress.
SAGEViewWealth management software for real-time updates to your comprehenive financial plan.
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SEI ConnectOnline access to your SEI managed portfolio, strategies and statements.
LoginSage Services
We help you build financial confidence with comprehensive services.Financial Planning
Planning can increase your financial flexibility and odds of success. Whether examining a specific need (ex. college savings, retirement) or building a comprehensive plan, we have the tools and experience to help you strive effectively for your goals.
Retirement Planning
Retirement is an emotional, as well as financial, transition. Planning can smooth the process by eliminating unknowns and pinpointing concerns. We help you determine if you are adequately prepared, and craft a plan to get yourself ready.
Investment Management
Aligning what you want with what you need from your investments is key to achieving long-term results. We help you get on the right plan and stay on track.
Tax Management Strategies
Whether planning your post-retirement income streams or diversifying low-basis investments, we can help you minimize tax liabilities whenever possible.
Navigating Life Events
Many life events can have complex financial ramifications. We can provide guidance and advice to help you navigate challenging circumstances.
Legacy Planning
We can help you plan, implement and maximize your gifts to loved ones or charities.
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Sage Financial Group Team
We work hard every day to help you achieve financial confidence.
Kevin Reperowitz, CFP™
Principal Advisor, OwnerKevin is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities registrations 7, 24, 55, 63, 65 though Independent Financial Partners and an Ohio Life and Health insurance license. He worked in compliance, on a trading floor and managed proprietary portfolios before founding Sage Financial Group in 2005.
“In a world where change is the norm, I want to be the reliable, consistent advocate our clients can count on. They know we’re here for them.“
