Sagemark Consulting is a division providing investment advisory services through Lincoln Financial Advisors Corporation, a registered investment advisor.
The Sagemark Consulting division provides financial planning advisory services to an affluent clientele comprised primarily of owners of closely held businesses, senior corporate executives and professionals. Planning is focused on specific areas and based upon each client's individual financial situation and personal objectives. The degree of detail and sophistication of the financial planning service provided varies according to the individual client's circumstances. Each client is provided with a written summary of the work undertaken.