Welcome to Sagemark Consulting and Lincoln Financial Advisors

Our Firm

Welcome to Sagemark Consulting. We are a nationwide organization of financial planning professionals who specialize in identifying and resolving complex estate, business transfer, retirement and investment problems. We have a long and proud history of helping to meet the needs of business owners, executives, professionals and retirees.

At Sagemark Consulting, we employ a disciplined, structured approach to financial planning which, by design, ensures that we incorporate all of your needs, goals and objectives, in developing a financial plan that's appropriate for you. We'll also work with you to help you implement your plan. We call it Serve First; it's been our philosophy for nearly 50 years.

Our Difference

Sagemark Consulting is a division of Lincoln Financial Advisors, a broker-dealer, registered investment advisor and member of Lincoln Financial Group. One of the largest financial services companies in the country, and with over a 100 year history, at Lincoln Financial Group we believe our continued commitment to strength and stability is indispensable to who we are and critical to your confidence in us.  

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.