Welcome to SagePoint Financial Oakmont PA

Our financial advisors at SagePoint Oakmont provide sound, unbiased advice concerning your financial goals for retirement, estate planning and business. We take a personal interest in helping you plan for your future. We are dedicated to developing a meaningful, long-term relationship that you can depend on and trust.

We offer unbiased information  and access to a comprehensive array of choices for investment products. Instead of pushing proprietary products, our advisors offer investment choices that are best suited to your needs.

SagePoint Financial

SagePoint Financial, Inc. is one of the nation's largest independent broker dealers with $35 billion in total account assets. 1,900 affilated independent financial advisors and more than 415 OSJ managers. SagePoint supports fee based financial advisors with one of the most robust technology platforms and largest advisory services teams in the industry.