Financial Planner in Wappingers Falls, NY

What Is A Financial Planner

A financial advisor specializes in providing guidance and advice to individuals or organizations on a wide range of financial matters, including investments, tax laws, and insurance. On the other hand, a financial planner is dedicated to creating comprehensive financial plans tailored to their clients' specific needs. These plans encompass various aspects such as savings, investments, insurance, retirement, and estate planning.


Our team of seasoned financial planners also act as financial advisors, working with clients to develop and coordinate comprehensive financial plans that align with their long-term financial objectives and savings targets. They will conduct a thorough analysis of your current financial situation and devise a personalized plan to set you on the path to financial success. Moreover, they can provide expert guidance on stocks and bonds, taxes, and optimizing your investment portfolio.

Your Trusted Financial Advisor & Financial Planner in the Hudson Valley

At Sage Investment Advisers, LLC, we combine the personalized approach of a financial planner with the expertise of a fiduciary financial advisor to help you build, protect, and preserve your wealth.


Based in Wappingers Falls, NY, we proudly serve clients across the Hudson Valley, including Poughkeepsie, Fishkill, Beacon, and surrounding communities.


As a fee-only fiduciary firm, our commitment is simple: put your needs first. Unlike commission-based firms, Sage provides objective, transparent financial planning focused on your future—not product sales.

What We Offer

Choosing the right financial planner or financial advisor is one of the most important decisions you’ll ever make. At Sage, you gain a long-term partner who will:

  • Put your best interests first (fiduciary standard)
  • Build a financial plan that adapts as your life changes
  • Provide ongoing monitoring, reviews, and guidance
  • Help you retire with confidence and peace of mind


Visit us at 1829 South Road, Wappingers Falls, NY, or schedule a consultation today to see why Sage Investment Advisers is the Hudson Valley’s premier financial planning firm.