Strategic Wealth GuidancE FOR Small BUSINESS OWNERS.
You built the business.
We help you build the rest.
Our purpose is personal.
I grew up in the family business. I watched my dad build something from nothing, sell it, and plan responsibly for what came after. When he passed away, I saw firsthand what that planning meant to our family.
It's why I became a financial advisor. And it's why I built Sage Street Wealth exclusively around small business owners — people who remind me of him every day.
See why we're differentHere's what happens when financial plans start with people, not numbers.
Zachariah P.
★★★★★
"Evan has been an exceptional advisor and has supported my spouse and I with professional and authentic financial guidance. I feel positive about the direction our wealth management is going and owe this to Evan and his passion for creating stability and growth for his client's financial needs. I recommend his services to anyone seeking investment advice without the pressure to monetize on superfluous services."
Tally M.
★★★★★
"I run a company, so personal financial planning is usually the last thing on my mind. I was with the same advisor for 12 years, but looking back, it was reactive management, not proactive planning. Sitting down with Evan made me realize how much I'd missed out on. He actually dug into the details, asked the right questions, and built a real plan with me. If you're a business owner looking for someone who will actually plan with you, I highly recommend Evan."
Bennett B.
★★★★★
"We have been nothing but impressed since starting our journey with Evan almost 8 years ago. He built a financial plan for our family that we feel confident in, both short term and long term! This plan has helped us achieve goals that we did not realize were possible and more importantly it provides us with financial peace of mind. Evan is always available to lend a hand, offer advice, and ensure that we stay on track toward our goals as well. He has made complex decisions more manageable for us and we hope to continue working with him for many years to come!"
★★★★★ 5/5 on Google
12 reviews as of 03/09/2026
The Owner's Exit Playbook
You built something. At some point you're going to want to step back. The problem is nobody has ever sat down with you and connected the dots between what your business is worth today, what it needs to be worth for you to retire comfortably, and what it actually takes to get from here to there.
Read the full guideThree Phases
Foundation & Awareness
Years 7–10 out. Gap analysis, personal financial foundation, proactive tax strategy.
Strategy & Positioning
Years 3–5 out. Formal valuation, value driver scorecard, pre-sale tax moves.
Execution & Transition
Years 0–2 out. Deal structure, advisory coordination, investment policy for proceeds.
Common questions, straight answers.
Visit full FAQ- Financial Planning + Investment Management: This model may include a planning fee, followed by an ongoing portfolio management fee.
- Portfolio Management Only: This option is simply a single ongoing fee based on the assets we manage for you.
- Financial Planning Only: For clients who only need a financial plan, we charge a one-time fee to build a comprehensive blueprint for your life. Recurring planning is available upon request.
- Insurance Product Sales: We earn a commission for the sale of insurance and annuity products, which is paid to us by the issuing insurance company.
"For nearly a decade we have entrusted Evan with our financial plans. He has not only guided us in our retirement goals, but reminded us that financial plans are more than just numbers. Retirement goals include appreciating the present as well as looking to the future. My husband and I can't recommend Evan enough."
— Jennifer A.
"Working with Evan has been a completely different experience from what I've had before. He's not just managing money — he's actively thinking about my long-term financial position and making sure every decision aligns with my goals. I understand where my money is, why it's there, and how it's working for me. This is what financial planning should look like."
— Kristy B.
"Evan has been amazing to work with in guiding how to build my finances, investments, and overall planning. He is prompt, responsive, and informative."
— Kara S.
"Evan and his team are very proactive in reaching out for regular touch points to ensure my financial goals are in line with my plans. He is a very good communicator and does an exceptional job discussing my options. He is very responsive to my inquiries and goes out of his way to ensure I am not left in the dark. Highly recommend."
— Adam H.
"After losing a parent suddenly, I stepped into a season I never felt ready for. Working with Evan has been such a gift in the middle of that. From our first conversation, I felt a sense of calm. I don't feel like just another client on a list — I feel genuinely known and cared for. I fully trust him and know he holds not only my best interests, but my daughter's future, with the same care and intention."
— Hope W.
Thanks for being here.
Hi there — I'm truly grateful you're here and excited for the opportunity to earn your trust. I founded Sage Street Wealth to bring more clarity and purpose to the way people make financial decisions.
Our promise is simple: collaboration, transparency, and accessibility in everything we do. We work solely for you and take great pride in that independence.
I look forward to meeting you and helping you build a plan that reflects what matters most.
Get Started
The best time to start planning was five years ago. The second best time is today.
Schedule a no-cost intro call. No pressure, no pitch, just an honest conversation about where you are and where you want to be.