Wappingers Falls, NY Financial Advisers

What Is A Financial Adviser

A financial adviser is a licensed professional who is compensated to offer financial advice to clients. Just as you would hire an architect to create a blueprint for your home, a financial adviser will help with the blueprint for your financial future.


An experienced and competent adviser will also provide the expertise to help you reach your financial goals. Your financial adviser should also, whenever possible, be a fee-only fiduciary adviser to ensure an unbiased experience. Commissions can sometimes create an unwanted conflict of interest we choose to avoid. 


A fee-only fiduciary should be all-inclusive and provide the financial plan, the advice, the investments, and conduct transactions as well as ongoing monitoring of your plan. It is important to keep a close working relationship with your adviser; be involved and stay involved. A great long-term partnership is the goal to help ensure your achievement.


Your Trusted Financial Advisor in the Hudson Valley

At Sage Investment Advisers, LLC, we believe every client deserves a clear, personalized path toward financial security. As a fee-only fiduciary financial advisor based in Wappingers Falls, NY, our team is legally and ethically committed to always acting in your best interest. Unlike commission-based firms, we provide unbiased financial guidance focused on your long-term goals—not product sales.



Our experienced advisors serve individuals, families, and business owners across the Hudson Valley, including Poughkeepsie, Fishkill, Beacon, and beyond.


Whether you’re preparing for retirement, optimizing Social Security benefits, managing investments, or planning your estate, we create strategies tailored to your unique needs.

Why Choose Sage as Your Financial Advisor?

  • Fiduciary Commitment: Always working in your best interest, free of commission conflicts.
  • Comprehensive Retirement  Planning: Retirement planning, wealth management, tax strategies, estate planning, and more.
  • Local Expertise: Serving clients throughout the Hudson Valley with deep knowledge of regional financial needs.
  • Personalized Service: One-on-one guidance designed to fit your lifestyle, values, and long-term vision.
  • Proven Track Record: Recognized as Best Financial Planner in the Hudson Valley 2025 by Hudson Valley Magazine, along with multiple Five-Star Wealth Manager Awards.


With Sage Investment Advisers, you gain more than just a financial advisor—you gain a trusted partner dedicated to helping you protect your wealth, plan your retirement, and build your legacy.