Welcome to Sage Financial Group

Sage Financial Group is a comprehensive financial services firm committed to helping you improve your long-term financial goals. Our customized programs are designed to help grow, preserve, and conserve your wealth by delivering a superior level of personalized service and specialization.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please email us at info@sageplanner.com or call us at (513) 598-7243. We look forward to hearing from you.


Wealth Management System 


Concerned about current market trends?

You arenít alone. Uncertain economic conditions require continued diligence. We monitor the markets and provide quarterly updates for our clients. Email us at info@sageplanner.com to receive your copy.

Market Snapshot

Are you confident about your current investment strategy?

Confidence is key. Do you believe your current investments reflect the best strategy to meet your goals. We work closely with each of our clients to help guide them towards the right track. Request a portfolio review from Sage Financial Group.