SAGE MOUNTAIN 945 East Paces Ferry Rd NE, Suite 2660, Atlanta, GA 30326
Our Firm
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$3.5B
Assets under advisement
20+ Years
Experts with Goldman Sachs experience
$0
Zero Compensation from Commissions or Placement Fees
Our Services
Our Name
Wondering How We Got Our Name?
Sage Mountain is a combination of sagebrush and mountains inspired by our founder’s roots in Wyoming. It represents our core belief that when you make a promise, you keep it.
Our Difference
Unbiased Advice
As fiduciaries, we put the interests of our clients first.
Comprehensive Planning
Our world class consolidated reporting and financial planning tools allow you to see your full financial picture in one place.
Hyper-Responsive Service
We are committed to providing exceptional service and attention to every client.
Our Commitment
As an independent firm, we believe our team’s interests are aligned with our clients’ and we are singularly committed to helping them achieve their goals and enrich their futures.