Sagemark Consulting

Our Mission

We believe in providing our clients with clarity and solutions that help meet their needs. We believe that long term relationships are more important than short term gains, and will never sacrifice the former for the latter.

Conviction in what we do, the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together on a team that will benefit each client; and communication that builds understanding and trust – these are the key qualities of our firms’ philosophy of “Serve First, Last and Always^SM”.

These are the commitments we make to each of our clients.

Our Firm

Welcome to Sagemark Consulting. We are a nationwide organization of financial planning professionals who specialize in identifying and resolving complex estate, business transfer, retirement and investment problems. We have a long and proud history of helping to meet the needs of business owners, executives, professionals and retirees.

At Sagemark Consulting, we employ a disciplined, structured approach to financial planning which, by design, ensures that we incorporate all of your needs, goals and objectives, in developing a financial plan that's appropriate for you. We'll also work with you to help you implement your plan. We call it Serve First; it's been our philosophy for nearly 50 years.

Our Difference

Sagemark Consulting is a division of Lincoln Financial Advisors, a broker-dealer, registered investment advisor and member of Lincoln Financial Group. One of the largest financial services companies in the country, and with over a 100 year history, at Lincoln Financial Group we believe our continued commitment to strength and stability is indispensable to who we are and critical to your confidence in us.