Philip J. Sagan Financial Consulting, Inc.

Overview

Philip J. Sagan Financial Consulting, Inc. operates as a small, owner-led advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients on an hourly or fixed-fee basis rather than on an asset-based advisory fee schedule, and it does not present itself as a capital allocator. Investment activity is concentrated on customized, client-specific portfolios rather than institutional scale mandates. The adviser is not an active ESG investor and is not registered to advise across multiple states. The firm’s advisory scope centers on one-on-one planning and portfolio oversight, supplemented by relationships with third-party managers where necessary. Industry ties include accounting affiliations, which suggests tax-aware planning and coordination with CPA resources are part of the service model. Given the owner-type is individual, decision-making and client service are likely centralized under Philip J. Sagan.

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Location & Offices