Intro: Detailed Ranking & Review of SageVest Wealth Management
SageVest Wealth Management was recently ranked by AdvisoryHQ News as a top-rated (5-Star) financial advisory and wealth management firm serving the Washington D.C., Maryland, and Virginia area. The fee-only firm provides advisory services to individuals, families, women, business owners, retirees, and federal employees.
In the sections below, we provide a detailed overview of the company, including the key factors that enabled this business to be ranked as one of the top financial advisory firms in the D.C. Metro area.
About AdvisoryHQ News
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AdvisoryHQ is an online news media that is committed to simplifying the research that consumers conduct before choosing a top provider. Our review articles are always 100% independently researched and written.
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Overview of SageVest Wealth Management
SageVest Wealth Management is a repeatedly recognized fee-only, fiduciary financial advisor in the Washington D.C. area that is based in McLean, VA. The firm goes above and beyond the services of traditional investment and financial advisors.
SageVest provides a true wealth management approach that integrates your investment and broader financial decisions under one roof. This cohesive structure allows all the elements of your finances to work together. It delivers more effective and efficient results, and most importantly, it ensures your finances remain focused on supporting your life objectives.
Fee-Only | Fiduciary
SageVest is a fiduciary financial advisor serving in the DC Metro area and nationwide, which is the “gold standard” for financial advisory firms.
A fee-only financial advisor does not accept outside commissions for sales of financial products. This provides peace of mind that any recommendations made are completely in the best interests of the client and are not influenced by incentives.
SageVest Wealth Management Review
Serving a Wide Variety of Affluent Clients
If you’re looking for a financial advisor that looks at the totality of your finances, then SageVest is a good option for you. The firm has a minimum investment of $1,000,000 for new client relationships. It states, “This minimum recognizes the level of service we provide.”
SageVest offers advice in all life stages and situations, working with:
- Individuals
- Couples
- Families
- Business Owners
- Women
- Retirees
- Federal Employees
Personalized Advice & Real-Life Solutions
SageVest integrates real-life solutions with its financial planning and investment management services. This makes for a more realistic approach that can strategically address what’s happening in your life and with your wealth.
The team at this top-rated Virginia financial advisory firm believes that successful financial management doesn’t need to be complicated. The firm’s highly credentialed team deploys their knowledge, experience, and research, along with technology, to simplify the recommendations for clients.
This approach is designed to help clients fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. You can expect to receive personalized services when working with SageVest. The firm’s advisors take the time to learn about each client’s life and financial needs so they can provide customized solutions.
SageVest advisors are also available to speak with you any time. The firm invites and encourages proactive planning and serves as a sounding board for any life change or financial decisions.
The Team at SageVest Wealth Management
Founded in 2007 by President, Jennifer E. Myers, SageVest has an experienced team with one purpose, to help individuals and families achieve their best life possible with confidence and clarity.
A unique aspect of the firm is that every financial advisor is a Certified Financial Planner™ (CFP®), among other professional designations. The Certified Financial Planner™ credential indicates that the advisor has met rigorous training, education, and ethical standards. It also is another indicator that a financial professional is always acting in your best interests.
Some D.C. area financial advisors might only have one or two advisors with a CFP® certification, so it’s notable that all of SageVest’s advisors have this industry-recognized designation.
The financial advisory team at SageVest is as follows.
  |   |
Jennifer E. Myers, CFP® | Dan Serra, CFP®, CDFA™, ADPA®, EA |
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Ryan Albritton, CFP®, AIF® | Anthony Matteo, CFP® |
SageVest Core Services
SageVest offers a full range of services that revolve around investment management, wealth management, and financial planning. By integrating the three key areas, the firm’s team can provide more optimized solutions to clients.
- Investment Management is targeted to achieve your growth and liquidity goals, preserve wealth and identify tax-optimized strategies. These Washington D.C. Metro area-based wealth managers do this through highly tailored investment strategies based on client requirements, research, due diligence, and dedicated resources.
- Wealth Management can be complicated, and SageVest’s advisors work to translate financial solutions into day-to-day solutions, so you understand how different decisions and events can impact your finances.
- Financial Planning at SageVest is about being proactive to help you prepare for your future. The firm’s advisors provide clear recommendations and can formulate plans tailored to your specific objectives.
Wealth Plans for Every Financial Need
One of the things that make SageVest Wealth Management one of the best D.C. area financial planning firms is that it translates financial planning into real-life solutions. Its recommendations for wealth plans are clear and directly relate to each client’s situation and goals for the future.
SageVest’s financial advisors can create a financial plan for any needs that you have, including:
- Retirement Planning
- Tax Optimization
- Educational Funding
- Intergenerational Planning
- Business Strategies
- Legacy and Estate Planning
- Charitable Giving
- Asset Protection
- Life Transitions
Whether you are preparing for, entering or enjoying retirement, or facing financial life decisions, the SageVest team brings its vast knowledge and resources to the table to provide real and accessible solutions.
SageVest Kids
In keeping with its tailored approach to managing family wealth, SageVest offers robust financial education resources for kids through its SageVest Kids website.
The site offers a one-stop resource that parents can use to build their children’s financial literacy. It has expert advice that covers all stages of growth and provides age-appropriate resources for kids from age 3 through 18.
Beyond articles about when to begin giving an allowance, teaching the value of a dollar, and many other helpful topics, the site also has links to multiple other resources. Parents and grandparents will find information on books, games, websites, and apps that teach their kids about financial responsibility.
Expert Guidance for Federal Employees
One of the distinct groups that SageVest Wealth Management services are federal employees. Being a top financial advisor in the Washington D.C. Metro area gives this team a unique depth of experience in serving those that have dedicated their careers to military or civil service.
The benefits programs offered by the Federal Government can be difficult to navigate. SageVest advisors can help federal and government employees understand how to gain the greatest benefit from these programs so they’re not missing opportunities.
Some of the common areas where SageVest assists federal employees with expert financial guidance include:
- Pensions, Thrift Savings Plans, and Social Security
- Pension Repayment Options
- Relocations and Overseas Posts
- Insurance (disability, life, and long-term care)
Awards
In addition to being ranked as a top-rated, 5-star financial advisor in D.C., Maryland, & Virginia by AdvisoryHQ, SageVest and its team have garnered several other awards and accolades over the years.
Here is an overview of the most recent awards noted by SageVest Wealth Management on its website:
Awards for Founder & President, Jennifer Myers:
- 2022 Washingtonian Magazine Top Financial Advisor for the seventh time
- 2021 Northern Virginia Magazine’s Top Financial Professional Award for the seventh consecutive year
- 2021 Five Star Wealth Manager Award for the eighth time
Awards for SageVest Wealth Management:
- AdvisoryHQ Top-Rated Wealth Management Firm in DC, Maryland, and Virginia 2021 (multiple years)
SageVest Wealth Management Contact Information
1320 Old Chain Bridge Road, Suite 250
McLean, VA 22101
Tel: 703-992-7650
Fax: 703-991-7609
Website: Sagevestwealth.com
Social Media Links:
AdvisoryHQ’s Objective Standards & Our Personalized Page Service
This SageVest Wealth Management review was independently conducted by AdvisoryHQ.
Our focus is on the everyday consumer. All of our research and publications are conducted from the end-user consumer’s perspective, and we publish our top-ranking reviews for anyone to view for free.
Both ranked and non-ranked firms can also request to have a separate personalized profile, like the one above, which incurs a charge.
For additional information on AdvisoryHQ’s methodologies, click here: AdvisoryHQ Methodologies. For information on AdvisoryHQ’s objectivity approach, click here: AdvisoryHQ’s Objective Process.
Image Sources:
- https://www.sagevestwealth.com/
- https://www.sagevestwealth.com/about/meet-our-team/
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