Andrew C. Brown

As an Executive Wealth Manager with Sage Financial Group, Andy Brown is a trusted advisor to a significant portion of Sage’s client base, providing comprehensive financial advice and wealth management services. Andy’s primary areas of focus include portfolio management, financial independence planning, education funding, risk management, and tax planning. Andy has worked side-by-side with one of Sage’s senior partners since 2010.

Andy brings over 15 years of business experience to Sage, including eight years focused in financial services. Prior to joining Sage, Andy worked with a private high net worth wealth management firm in Los Angeles, where he gained particular expertise in dealing with concentrated stock and stock options.

Andy is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a BA in History from the University of Colorado at Boulder.

Following college, Andy worked in Haiti as a small business development volunteer with the Peace Corps, where he helped farmers establish a regional agricultural cooperative in order to increase their market presence and product profitability. Andy gained additional experience in financial management at the USDA and with MAXIMUS, where he honed his eye for detail working with state administrators to improve the efficiency and accuracy of State and Federal benefits programs.

Andy lives in Chadds Ford with his wife and two children.