Sage Investments

Sage Investments A team of
Financial Advisors Providing
the Clarity and Confidence
to Turn Your Financial
Dreams into Reality

Full Service Independent
Financial Services Firm

As a Comprehensive Wealth Planner, I look at the many facets of personal finance. I have found that it is essential to have a solid financial foundation, such as having no consumer debt and 3-6 months emergency savings prior to investing. I make sure this foundation is in place prior to recommending an investment plan. As an independent financial advisor, I am able to offer a full range of product

s to meet the needs of our clients. I enjoy working with people to establish a plan that is right for them. Josh Sheard offers Securities and advisory services offered through Centaurus Financial, Inc. a registered Broker/Dealer. Member FINRA.org and SIPC.org. Centaurus Financial, Inc. and Sage Investments are not affiliated companies.

For small business owners, tax planning is an ongoing part of building a strong financial foundation.From retirement con...
06/03/2026

For small business owners, tax planning is an ongoing part of building a strong financial foundation.

From retirement contributions to entity structure and timing strategies, thoughtful planning can make a meaningful difference over time.

We’ve put together some key tax considerations for our local small business. Read our blog to learn more ➡ www.sageinvestments.net/blog/tax-strategies-pennsylvania-small-business-owners

Small businesses shape our community. Behind each one is a story of community, commitment, and long-term vision.As a loc...
05/28/2026

Small businesses shape our community. Behind each one is a story of community, commitment, and long-term vision.

As a local, family-focused firm in Honesdale, we believe financial planning is about more than investments or retirement accounts. It’s about helping people navigate life’s milestones with clarity, confidence, and trusted guidance along the way.

From preparing for retirement to building a legacy for future generations, we’re grateful for the opportunity to walk alongside the families and individuals we serve.

This Small Business Month, thank you for supporting local businesses and for allowing us to be part of your journey! www.sageinvestments.net

Thank you to all who served, we are grateful for your sacrifice.Our office will be closed Monday, May 25 in observance o...
05/25/2026

Thank you to all who served, we are grateful for your sacrifice.

Our office will be closed Monday, May 25 in observance of Memorial Day as we honor those who served.

05/19/2026
Green is our color at Sage Investments...so for our Star Wars friends we are going to drop this guy here and wish you al...
05/04/2026

Green is our color at Sage Investments...so for our Star Wars friends we are going to drop this guy here and wish you all a happy May 4th!

Happy Arbor Day!🌳🌴🌲While our office is not planting trees at our location to celebrate this day, we are enjoying the vie...
04/24/2026

Happy Arbor Day!🌳🌴🌲

While our office is not planting trees at our location to celebrate this day, we are enjoying the view from our front steps of this beauty in the Highlights side yard. It’s a beautiful spring day in Honesdale!

04/05/2026
Our office will be closed Friday, April 3 in observance of Good Friday. Wishing you a peaceful holiday.
04/03/2026

Our office will be closed Friday, April 3 in observance of Good Friday. Wishing you a peaceful holiday.

Address

215 8th Street
Honesdale, PA
18431

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Website

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