Russ graduated Cum Laude from Pacific Lutheran University having studied economics and finance. After graduation in 1987...
What Makes Us different?
Sage Advisors, LLC is a Registered Investment Advisor (RIA) firm with a team of people committed to providing accurate, timely, and personal service to our clients. We provide financial planning and investment management that is tailored to each client.
Our first and primary objective is understanding our clients’ values, priorities, and goals. From there, we provide relevant education so our clients can make confident, purposeful financial decisions.
Our process begins with establishing a shared understanding of what each client is looking to achieve and what Sage Advisors can provide along the way. No matter if we’re doing financial planning, investment management, or both, we’ll walk through an intentional process to discover how best to serve each client.
What We Do
President, Lead Financial Planner
Financial Planner, Director of Portfolio Management
Jordan started full-time at Sage in 2011 but has been working for the company since 2005. He attended the University of...
Michaela joined Sage full-time after graduating Magna Cum Laude from the University of Portland in 2015 with a degree in...
Michael graduated top of his class with Honors from Wyoming Technical College in 1996, having studied Mechanics and...
Business Operations Manager
David attended the University of Washington and graduated with a degree in Waste Management & Public Policy in 1994. He...
Chief Compliance Officer
Michael began working at Sage in 2014 shortly after graduating from Central Washington University where he majored in...
Michelle worked alongside Russ and David for 10 years at MassMutual as the Coordinator of Agency Services. She later...
Brandon started working for Sage in the summer of 2017, a few years after graduating from Western Washington University...
What is a fiduciary?
A fiduciary has the highest level of ethical obligation to put your interests ahead of their compensation and any other considerations. All our advisors are fiduciaries, and acting in that capacity is fundamental to our values.
Who is your typical client?
Our client base varies from young professionals to families to retirees. Each of our advisors has their own special skillset within this range. Our clients are business owners, engineers, teachers, nurses, and more. What unites our clients is a common belief that money is not an end in itself; it’s a means to living a fulfilling life. Our clients value family, giving, and work they believe in. They could manage their own money but choose to delegate that responsibility to us to allow them to spend their time on their talents and passions.
What is your investment philosophy?
We believe in the power of diversification and investing for the long-term. We want to come alongside our clients, illuminating potential pitfalls and fitting them to an investment strategy that meets their needs. Our goal is not to help clients “get rich quick” or sell them on a hot new investment, but to partner with them to create a sustainable, long-term portfolio that will help them achieve their goals. This process is not a one-meeting engagement, but a partnership designed to curate a portfolio that continues to evolve as life changes.