2014 was a pretty exciting year at SAGEbroadview. For starters, it is our first year as a combined SAGEbroadview force. Even as we threw ourselves into combining the energy of two good firms into one, we also took on a variety of personal goals. Most noteworthy was Associate Advisor Chris Annello’s achievement of his CERTIFIED FINANCIAL PLANNER™ marks. We couldn’t be more excited for Chris, who has now officially followed...

Complementing our mission to help individuals and families appreciate the wealth of their lives, we were thrilled to be recognized for our recent business development initiatives in the June 2 Financial Advisor magazine feature story, “The Next Level.” The article shares the tale of the January 2014 merger between SAGE Advisory Group and Broadview Financial Planning to form SAGEbroadview Financial Planning. From the outside, we hope we made it look...

Raise your hand if you’ve had multiple careers. Or does yours more closely resemble Alfred Feld’s? He joined Goldman Sachs in 1933 and remained there for 80 YEARS(!), until he passed away at age 98 last fall. Whenever he was asked about his longevity, he is reported to have replied, “I’m just lucky.” While all of us at SAGEbroadview come to financial life planning via more circuitous routes, we have...

While many of our friends, clients and colleagues are already aware of our exciting New Year’s Day news, it doesn’t seem fully official until it’s posted on the World Wide Web. So here goes: Effective January 1, 2014, SAGE Advisory Group, LLC of Morristown, NJ and BroadView Financial Planning of Farmington, CT became SAGEbroadview Financial Planning, LLC, a lasting financial planning firm for serving generations of families for a lifetime …...