Independent guidance for business owners, pre-retirees, and retirees nationwide

Listen first. Plan second.

Make your wealth feel less like a weight.

Thoughtful financial planning for people who have built something worth protecting. Your story leads; the numbers follow.

Book a Discovery SessionNo cost. No obligation. No paperwork to prepare.
Evan Hammond, founder and financial advisor at Sage Street Wealth
Meet your advisorEvan HammondFounder / Financial Advisor
5.0 / 5.0Google rating
FiduciaryHeld by law
15 yearsLongest client relationship
30+ carriersIndependent access

The Sage Street System

A real plan begins before the spreadsheet.

We start by understanding your life, then turn the complexity into a clear sequence of decisions. No generic checklist. No product-first pitch.

The Sage Street System: Discovery, Launch, and Cadence across seven planning phases
01DiscoveryYour story, priorities, and one-page blueprint.
02LaunchResearch, recommendations, and decisive action.
03CadenceSpring and fall meetings, with a summer check-in.
Evan Hammond outdoors
CaptainUS Army Reserve

A standard you can hold us to

Advice required to put you first.

Sage Street Wealth operates under a legal fiduciary standard for wealth and investment management services. That means independent, unbiased guidance built around your needs.

01Registered

Advisory services through CreativeOne Wealth, LLC, a Registered Investment Adviser.

02Protected

Client assets are held with Charles Schwab, not at Sage Street.

03Prepared

Licensed insurance professional with access to more than 30 top carriers.

04Present

A real advisor who answers, without phone trees, rotating reps, or gatekeepers.

“My dad’s foresight in having a financial plan made a profoundly difficult time easier. That is why I became a financial planner.”

Current clients, in their own words

Relationships measured in years, not quarters.

5.0★★★★★Google rating as of July 24, 2026
★★★★★

Evan and his team are very proactive. He is a very good communicator and does an exceptional job discussing my options.

Adam H.Current advisory client
★★★★★

From our first conversation, I felt a sense of calm. I don't feel like just another client on a list; I feel genuinely known and cared for.

Hope W.Current advisory client
★★★★★

Evan is a great advisor and strategist. I've always felt like he's had my back beyond a traditional advisor/client relationship.

Dustin K.Current advisory client
★★★★★

For nearly a decade we have entrusted Evan with our financial plans. He reminded us that financial plans are more than just numbers.

Jennifer A.Current advisory clientClient for nearly a decade
★★★★★

Evan has supported my spouse and me with professional and authentic financial guidance. I feel positive about the direction we're going.

Zachariah P.Current advisory client
★★★★★

He has made complex decisions more manageable for us, and we hope to continue working with him for many years to come.

Bennett B.Current advisory client
★★★★★

He is a very genuine person who takes time to go out of his way to help people. He has a wealth of knowledge and is a great communicator.

Mac S.Current advisory client
★★★★★

I now have a clear, comprehensive financial plan, am purchasing my new home, and feel confident about my investments with his continued support.

Lynn S.Current advisory client

Testimonials are from current advisory clients. Their experiences may not be representative of every client, and no compensation was provided.

The Sage Street Journal

Useful thinking, made public.

Dozens of practical articles explore tax planning, business exits, retirement, insurance, and charitable giving. Because good advice should make you more informed, not more dependent.

Dozensof published financial planning articles
Tax Strategy / Business Owners

The Tax Bill on Your Business Sale Gets Decided Years Before Closing

Read in the Journal →
Insurance / Business Owners

The Three Insurance Gaps Most Business Owners Don't Know They Have

Read in the Journal →
A Field Guide for Owners

10 Questions to Ask Before Hiring a Financial Advisor

Read in the Journal →
Sage Street Wealth frequently asked questions
Still wondering?Ask Evan directly.

Frequently asked

Straight answers before we start.

Who do you work with?

Business owners, pre-retirees, and retirees who want an integrated plan for cash flow, investments, taxes, risk, retirement, and legacy.

Do I need to live in Nevada?

No. Sage Street serves clients nationwide from Reno through virtual Microsoft Teams meetings.

What should I prepare for the first call?

Nothing. The virtual Discovery Session is free, carries no obligation, and requires no documents or financial figures.

How often will we talk?

Clients meet with Evan in spring and fall, check in with the team in summer, and can call or email between meetings.

Your next decision can be a simple one

Bring the story.
We’ll find the numbers.

A no-cost conversation with no obligation and nothing to prepare.

Book a Discovery Session