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Serve First, Last, and Always

Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. To us, it means providing our clients the courage they need to take action, continually educating ourselves and our clients, and building understanding and trust through consistent communication. These are the commitments we make to you when you choose to work with our family of advisors.

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Intimate Service, Institutional Support

Sagemark Consulting, a division of Lincoln Financial Advisors Corp., is a member of the Lincoln Financial Group, the marketing name for Lincoln National Corporation, a Fortune 500 financial services company that offers a broad range of financial products and services. This affiliation provides depth, stability and significant resources to our advisors and clients.

With Sagemark Consulting Private Wealth Services, our clients receive the best of both worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.

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Objective, Comprehensive Financial Plans

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Services for You

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A Heritage of Helping Others

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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.


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