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Seven Sages Financial Strategies

115 East Spring Street, Suite 200
New Albany, IN 47150
Phone:
  • (812) 924-7677
Fax:
  • (812) 924-7937

Welcome to Seven Sages Financial Strategies. We're a full-service company specializing in comprehensive financial planning and business succession & transitions. As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions designed to fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Help make financial planning easier

We believe that real opportunities and potential rewards become available when you take a proactive approach to your personal financial situation, so one area of focus at Seven Sages is simply to educate our clients. For example, this website offers a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

Above all, we believe that developing deeper relationships with each client not only helps us better understand your goals and aspirations and meet your needs, but also creates a richer, more rewarding experience for you and for us.

 

The Guidance of Seven Sages

Your financial life has many moving parts. Seven Sages Financial Strategies exists to help all those parts move in harmony, in the process moving you closer to your financial goals.

We believe the Seven Sages approach is truly unique, combining the science of modern financial planning, the essential wisdom of our greatest philosophers and the art of behavioral science to help you achieve the lifestyle you've imagined.

Whether aware of it or not, each person has a belief system that integrates their heritage and upbringing, knowledge and experiences, and dreams and desires for the future. Identifying this philosophy allows us to help you achieve your goals in the way that feels comfortable to you.

Helping individuals and families discern what they truly value when it comes to setting those goals is a cornerstone of the Seven Sages approach. This is the crucial first step on a path to determine your own personal financial philosophy.

But the Seven Sages experience is what truly sets us apart. So often, time with your financial advisor can be as welcome as a visit to the dentist or the BMV. Not here.

Your time with Seven Sages will feel like coming home. Settle in with a beverage, unwind in the comfort of the Seven Sages Family Room and talk about the fun things in life…from your hopes and dreams to the legacy you hope to leave after your time has passed.

We realize that nearly everyone reading this has a financial advisor of some type. But if you haven't interviewed anyone else for this position in a while, consider giving us a call. Let's discuss your Financial Philosophy — or even better, create it together.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals