SagePoint Financial provides independent financial advisors with the tools, support, and service they need to better serve their clients and expand their businesses.

  • Vision
    SagePoint Financial is the firm of choice for independent financial advisors seeking to grow and develop its practices.
  • Values
    1. We are committed to the highest standards of ethics and integrity in all of our interactions.
    2. We are committed that every member of our organization treats each other with dignity, fairness, and respect.
    3. We strive to understand the needs of the financial advisors, home office associates, and business partners in order to meet, manage, and/or exceed their expectations.
    4. We recognize the knowledge, creativity, adaptability, skills, teamwork, and individual contributions of home office associates.
    5. We are committed to trusted relationships and leveraging the strengths of our business partners.
    6. We value open communication and collaboration and are committed to fostering an environment that supports and encourages these values.
Client Centered

SagePoint Financial, Inc. is one of the nation’s largest broker-dealers with over $33 billion in total account assets, over 1,400 affiliated independent financial advisors. Headquartered in Phoenix, SagePoint supports fee-based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry. Our dedicated business development team addresses the unique market needs of affiliated financial advisors by providing customized business strategies that address long-term growth objectives. SagePoint Financial is a registered broker-dealer and SEC registered investment adviser, member FINRA (www.finra.org) and SIPC (www.sipc.org).