What's in a name?

Sage Creek Financial Consultants isn't just our name, it reflects who we are and who our clients are. We are all on a journey. Sage Creek signifies our journey to wisdom that comes from the Advice, Balance and Clarity that we provide to our clients.  


Advice. We get to know our clients and provide individualized guidance that helps them make sound financial decisions based on their own unique situation. This advice isn't just a "one-and-done" but a lasting relationship that evolves and adapts just as our lives do.    


Balance. This can be a work/life balance, a balance of priorities, a balance of needs vs wants. Whatever it is we believe in helping our clients make strides to achieve it so they can live life on their terms.  


Clarity. It's important that our clients understand their financial plan and how we can help them. The “how” and the “why.” Knowing that the pieces fit together helps give our clients the confidence to focus on what matters most to them. Our clients know their plan, why they have one, and that we can make changes as life happens. 

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

A photo of our office

Alexandria Office

Toll Free:


Mon – Thurs: 8am – 5pm or by appointment

Fri: 8am – 3pm or by appointment