You built the business.
We help you build the rest.
Financial Planning for Small Business Owners
Get StartedPlans Built for Owners
Tax-Smart Strategy
Independent Fiduciary Advice
Trusted by the people who built it themselves.
"I've engaged Evan's services for almost 15 years! I can attest that he has consistently provided the strong foundation I've needed to navigate life's financial and personal decisions. His genuine desire and commitment to providing the best guidance he can for our family is unparalleled. Best choice I've made for our family's success."
"Evan and his team are very proactive in reaching out for regular touch points to ensure my financial goals are in line with my plans. Evan is a very good communicator and does an exceptional job discussing my options to allow me to make the best decisions for my investments. He is very responsive to my inquiries and goes out of his way to ensure I am not left in the dark. Highly recommend Evan and his team at Sage Street Wealth for managing your financial investments!"
"He brings professionalism and clarity, but what truly sets him apart is that his approach is shaped by lived experience. There’s a depth and understanding he carries that you simply can’t manufacture, and you feel it right away. From our first conversation, I felt a sense of calm. I never feel judged or like I’m asking too many questions, he is patient, thoughtful, and generous with his time. I don’t feel like just another client on a list; I feel genuinely known and cared for. "
[5.0/5.0 ⭐ on Google as of May 26, 2026]
Our purpose is personal.
I grew up in the family business. I watched my dad build something from nothing, sell it, and plan responsibly for what came after.
When he passed away, I saw firsthand what that planning meant to our family.
It's why I became a financial advisor. And it's why I built Sage Street Wealth exclusively around small business owners. People who remind me of him every day.
Specialized advice
for the people who actually build things.
Collaboration
Your plan isn't built in a vacuum. It's built with you, around the realities of your business and the life you want on the other side of it.
Transparency
Clear fees. Clear advice. Clear reasoning. You always know what you're paying, what you're getting, and why we're recommending it.
Accessibility
A real advisor who answers your call. No phone trees, no rotating reps, no gatekeepers between you and the person managing your wealth.
Thanks for being here.
Hi there. I'm truly grateful you're here and excited for the opportunity to earn your trust.
I founded Sage Street Wealth to bring more clarity and purpose to the way people make financial decisions.
Our promise is simple: collaboration, transparency, and accessibility in everything we do. We work solely for you and take great pride in that independence.
I look forward to meeting you and helping you build a plan that reflects what matters most.
Frequently asked.
Are you a fiduciary? +
As an Investment Adviser Representative (IAR), Sage Street Wealth is held to a fiduciary standard by law for all wealth and investment management services. This means we're legally and ethically obligated to put your needs first. Our guidance is independent, unbiased, and entirely focused on you.
Insurance is held to a suitability/best interest standard, and clients don't actually pay us for insurance. But the insurance company may. In any case, you'll know ahead of time, and you're more than welcome to get insurance elsewhere while working with us.
Do you serve clients nationwide? +
How do we get started? +
How do you get paid? +
Transparency around how we're compensated is extremely important to us. We offer three distinct pricing models to align with your specific needs.
- Financial Planning + Investment Management: This model may include a planning fee, followed by an ongoing portfolio management fee.
- Portfolio Management Only: This option is simply a single ongoing fee based on the assets we manage for you.
- Financial Planning Only: For clients who only need a financial plan, we charge a one-time fee to build a comprehensive blueprint for your life. Recurring planning is available upon request.
- Insurance Product Sales: We earn a commission for the sale of insurance and annuity products, which is paid to us by the issuing insurance company.
See how we can help you live the life you've worked so hard for.