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.

To all students and teachers starting the 2026/2027 school year--> Praying for a healthy, successful year of learning an...
08/31/2026

To all students and teachers starting the 2026/2027 school year--> Praying for a healthy, successful year of learning and growing!

A new federal savings program for children launched on July 4th, and families across Northeast Pennsylvania are asking u...
08/18/2026

A new federal savings program for children launched on July 4th, and families across Northeast Pennsylvania are asking us what it means for them.

Trump Accounts are tax-advantaged investment accounts for children under 18, created under the One Big Beautiful Bill Act. Eligible children born between 2025 and 2028 may receive a one-time $1,000 government contribution, and families can contribute up to $5,000 per year.

Before making any decision, it's worth understanding:
-Who qualifies for the $1,000 seed contribution
-How the $5,000 annual contribution limit works
-How these accounts compare to 529 plans and other savings strategies
-Whether one fits your family's long-term financial plan

We put together a clear, straightforward guide. Read it here: https://www.sageinvestments.net/blog/trump-accounts-explained

Thank you SIX PM for catching us out on our lunchtime walk in town. 👟🏃🏽‍♀️🏃🏽‍♀️🌞🕶️
08/01/2026

Thank you SIX PM for catching us out on our lunchtime walk in town. 👟🏃🏽‍♀️🏃🏽‍♀️🌞🕶️

🙌🤩Thank you GHP for the spotlight!🤩🙌
07/30/2026

🙌🤩Thank you GHP for the spotlight!🤩🙌

We’re excited to have Sage Investments as part of our growing business community. Welcome to the GHP family! 💙

Located at 215 8th Street, Honesdale, Sage Investments is a full-service independent financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals.

Their team of experienced Financial Advisors provides the clarity and confidence needed to turn your financial dreams into reality through personalized guidance and comprehensive financial planning.

📍 215 8th Street, Honesdale, PA 18431
📞 (570) 729-1020
📧 [email protected]
🌐 sageinvestments.net

🕘 Business Hours:
Monday–Friday: 8:30 AM–4:30 PM

Be sure to follow Sage Investments on Facebook to stay connected and learn more about their services.

With a rich history rooted in wisdom and a forward–thinking mindset, Sage Investments is more than just financial planni...
07/29/2026

With a rich history rooted in wisdom and a forward–thinking mindset, Sage Investments is more than just financial planning, we're your trusted partner in creating a future of confidence, growth, and opportunity.

Together, we’re committed to helping families plan, protect, and grow their wealth.

Meet Our Team
https://www.sageinvestments.net/about-us

07/16/2026

We’re excited to have Sage Investments as part of our growing business community. Welcome to the GHP family! 💙

Located at 215 8th Street, Honesdale, Sage Investments is a full-service independent financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals.

Their team of experienced Financial Advisors provides the clarity and confidence needed to turn your financial dreams into reality through personalized guidance and comprehensive financial planning.

📍 215 8th Street, Honesdale, PA 18431
📞 (570) 729-1020
📧 [email protected]
🌐 sageinvestments.net

🕘 Business Hours:
Monday–Friday: 8:30 AM–4:30 PM

Be sure to follow Sage Investments on Facebook to stay connected and learn more about their services.

The 4th has come and gone, but we're keeping the theme going all month. 🇺🇸This July, 250 years after one of the boldest ...
07/16/2026

The 4th has come and gone, but we're keeping the theme going all month. 🇺🇸

This July, 250 years after one of the boldest declarations in history, we're asking our community a question worth sitting with:

Have you declared your own financial independence?

Not the idea of it someday. The actual decision, backed by a real plan. Financial independence doesn't look the same for everyone.

Maybe it's:
- Retiring on your timeline, not someone else's
- Knowing your family is protected no matter what life brings
- Finally feeling confident that your money is working as hard as you do
- Leaving something behind that outlasts you

Whatever it looks like for you, it starts with a decision. If you're ready to take that first step, we're just a call away.

Let's Chat: https://www.sageinvestments.net/contact

We love that our front yard is such a cozy spot for a mama deer to leave her twins❤️
07/06/2026

We love that our front yard is such a cozy spot for a mama deer to leave her twins❤️

This Fourth of July, we are celebrating 250 years of freedom, community, and the belief that a better future is always w...
07/04/2026

This Fourth of July, we are celebrating 250 years of freedom, community, and the belief that a better future is always worth building toward.

Those values sit at the heart of everything we do at Sage Investments, and they are exactly why we love being part of this community.

To every client, neighbor, and friend who has trusted us to be part of your financial journey, thank you!

Wishing you a safe, joyful, and meaningful holiday weekend with the people you love most. 🇺🇸✨

Sage is thrilled to support the new stage at the park! Check out the lineup for this summer. There is a free concert ton...
06/25/2026

Sage is thrilled to support the new stage at the park! Check out the lineup for this summer. There is a free concert tonight!

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

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