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Our reasons for becoming financial professionals are deeply personal. 

We are proud of our track record of success over the past 25 years.

OOur mission is to get to know and understand your needs, wants, and long-term goals.

A Dedicated Team Working For You

Sagemark Consulting, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

Our Primary Purpose

Our overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and Always."

Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

We are a division of Lincoln Financial Advisors Corp.,a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation and its affiliates - a Fortune 500 financial services company that offers a broad range of financial services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients.

Knowledge is power.

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

Client Centered

We are an ensemble organization of experienced financial professionals representing Lincoln Financial Advisors Corp.(LFA). The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Lincoln Financial Advisors. The Resource Group members are located throughout the United States, including Alaska, Hawaii and the Commonwealth of Puerto Rico. We are an elite group of planners within LFA, which allows us to act objectively to meet the growing spectrum of needs expressed by our sophisticated clientele.

The Resource Group™ empowers our members to maximize the value, knowledge and expertise we provide our clients so they can derive exclusive solutions and strategies that provide them the opportunity to potentially achieve wealth preservation, growth and transfer as appropriate to their identified objectives and preferred techniques.

Over 120 members strong, Resource Group qualified advisors collectively represent unique specialties within the financial services profession, and thus we collectively can meet the many needs that our clients present to us with a level of experience and knowledge.

*The Resource Group (TRG) is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.

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