Lincoln Financial Advisors / Sagemark Consulting

Welcome to Lincoln Financial Advisors / Sagemark Consulting

San Ramon Who We Are

Sagemark Consulting is a fee-based, financial planning firm affiliated with Lincoln Financial Advisors. The hallmark of our firm has always been personalized financial planning focused on the unique needs of our clients. Our "Serve First" philosophy has enabled Sagemark Consulting to evolve into one of the premier fee-based financial planning organizations in the United States.

Our Difference

As a member of Lincoln Financial Group, a diversified financial services company with $153 billion of assets under management (as of September 30, 2011), we operate from a position of strength. Committed to providing outstanding personal service, we utilize a team approach, anchored by a highly skilled professional - your Sagemark Consulting Financial Planner. You benefit from the resources of a Fortune 500 company with the additional support of local and national wealth management teams. These teams consist of industry professionals who have strong technical backrounds in all areas of financial planning. This allows our planners a high degree of autonomy so that they can focus solely on assisting you in helping meet your financial goals. Thus, high quality expertise and deep resources ensure that you receive the very best thinking our firm has to offer.

One-on-One Financial Planning

Click on the Contact Us section of this site to locate the regional planning office closest to you. Ask to schedule an initial consultation with one of our qualified financial planners today!

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.