Sagepath Financial Planning
Sagepath Financial Planning, located in Bangor, ME, is dedicated to building personalized financial plans and investment strategies that align with clients' unique goals. As part of EP Wealth Advisors, the firm combines a commitment to client service with a comprehensive suite of financial services, ensuring clients receive knowledgeable and objective advice.
Founded in 1999 by two lifelong friends, Sagepath Financial Planning has grown into a planning-first firm that prioritizes clients' interests over profits. With a mission to enrich lives one relationship at a time, they serve over 15,000 clients across the U.S. and have been recognized as a top investment advisor.
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