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Our Approach

Sage Rutty & Company is a family-owned business, which is why we are so family-focused. We’re not a huge corporation, nor do we have multiple locations. But what we do have is a long-standing history of providing quality financial planning services to a community we love. And nothing is bigger or more important than taking care of others, especially when it comes to the families we serve.

All of Sage Rutty's advisors are independent.  They have their own investment philosophy and operate their practices the way they see fit.  Not every one of our advisors is going to be a good fit for you - which is fine.  Good fits don't last decades, and good fits don't work with multiple generations of family members - that type of relationship is only reserved for a perfect fit.      

With every potential new client, we are determined to help match them with the advisor that fits them best. 

We have many unique advisory teams here at Sage Rutty, and we are confident that the perfect advisor for YOU is waiting to meet you today. 

If you need help in finding the right advisor, we urge you to explore our website.  You'll notice that all of our advisor pages look a little different - that is because all of our advisors do things a little differently.  

If you're still having trouble deciding who to work with, many of our advisors teach free seminars which gives you an opportunity to get to know them in a stress-free, sales-free, no obligation environment.  If all else fails, please call Trevor Holly, our President, at 585-512-2309 or email him at and he will be happy to guide you.

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