SageView Advisory Group offers comprehensive financial solutions for institutional retirement plan sponsors and individual investors, focusing on purposeful, authentic, and lasting relationships.
SageView Advisory Group, now part of the Creative Planning family, specializes in financial solutions for institutional retirement plan sponsors and individual investors. With a history dating back to 1989, the firm serves over 1,700 organizations and 5,000 individuals and families, overseeing $235 billion in client assets across 34 offices nationwide.
The company emphasizes purposeful, authentic, and lasting relationships, delivering customized solutions through thoughtful care, proven processes, and powerful capabilities.
Purposeful, authentic, and lasting relationships
Thoughtful care, proven processes, and powerful capabilities
Personalized, dedicated, and collaborative teams
Services
Wealth Management
Personalized wealth management solutions for individuals and families, balancing innovative solutions with personal goals.
Personalized financial planningInvestment management with proprietary processesRetirement, income, and legacy planningTax-efficient strategies
Institutional Retirement Planning
Comprehensive consulting services for 401(k), 457(b), 403(b), Defined Benefit, Cash Balance Plans, Nonqualified Deferred Compensation (NQDC) plans, Endowments, Foundations, and Company Stock Plans.
Customized retirement plan servicesConsultative experience with dedicated teamsHigh-quality deliverables and PersonalSAGE financial wellness platform
Credentials & Certifications
CFP®
Since 1989
AIF®
Since 2010
AFC
Since 2015
JD
Since 2005
Frequently Asked Questions
What types of retirement plans does SageView Advisory Group support? +
SageView Advisory Group supports a wide range of retirement plans including 401(k), 457(b), 403(b), Defined Benefit and Cash Balance Plans, Nonqualified Deferred Compensation (NQDC) plans, Endowments, Foundations, and Company Stock Plans.
How does PersonalSAGE contribute to employee financial wellness? +
PersonalSAGE (Strategic Advice, Guidance and Empowerment) is a financial readiness platform that provides education, resources, and one-on-one financial coaching for plan participants, promoting an inclusive environment and aiding in recruiting and retaining top talent.
What is the history and reach of SageView Advisory Group? +
Founded in 1989, SageView Advisory Group serves over 1,700 organizations and 5,000 individuals and families, managing $235 billion in client assets under advisement across 34 offices nationwide.
What credentials do SageView's financial advisors hold? +
SageView's financial advisors hold various credentials including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Financial Counselor (AFC), and Juris Doctor (JD).
