Helping build and grow your business

Our Mission

We’ve transformed the way we lead…into the way we listen.

At SagePoint Financial, you are not just a rep code. We’ve built our business over the past 40+ years by truly partnering with our affiliated independent financial professionals. Our goal is to be more flexible, more nimble, and more collaborative than any other firm by listening to them.

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About Us
All about relationships

Yours is a relationship business, and so is ours. You are our clients, and that’s how you are treated. Your voice matters and we want to hear it.

Comprehensive tools and support

As part of the nation’s largest network of independent wealth management firms, we provide the technology, marketing, practice management, and investment solutions you need to grow your business.

The proof is in our retention

Our retention rate of over 98% and average tenure of more than 11 years speak volumes about our ability to serve our financial professionals' needs and those of their clients.

Concierge transitions

When you move to SagePoint, a team of transition professionals will work closely with you to thoroughly plan your transition process according to your unique requirements.

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Our Edge
Connect authentically with clients through MyCMO

The marketing platform that makes it possible to personalize and scale your communications, campaigns, and more.

Find the right partner with MySuccessionPlan

A comprehensive succession planning platform that addresses the biggest challenge in our industry.

Access a wealth of resources with Ops Portal

Your one-stop hub for content, administration, and trending insights.

Simplifying the Account Opening Experience

eQuipt® provides an online paperless account opening process, reducing administrative time for financial professionals and enhancing a client’s onboarding experience.

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Strength and scale with Advisor Group

SagePoint Financial is part of Advisor Group, the nation's largest network of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so they enjoy access to state-of-the-art technologies, personalized service, and broad-based operational support to better serve their clients.

Ready for an Extraordinary Partnership?

Contact us


Customer Service

20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.

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