Sagemark Consulting

Rick MacBarron is affiliated with Sagemark Consulting.  Sagemark Consulting is part of Osaic FA, Inc. (formerly Lincoln Financial Advisors). Sagemark Consulting focuses on the financial planning needs of successful individuals and families including the owners of closely held businesses. 

Osaic Inc.  — one of the nation's largest providers of wealth management solutions — acquired Lincoln Financial Advisors (now known as Osaic FA) in May 2024, bringing additional resources, support and expertise to our advisors and clients. 

Serve First

Sagemark Consulting's overriding philosophy — the one that distinctively defines the way we do business — is "Serve First, Last and Always SM".  Our “Serve First” philosophy was conceived over 60 years ago and still drives our business today.

Conviction is what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust — these are the key qualities of “Serve First.” And these are the commitments we make to you when you choose to retain us.

Sagemark Consulting's Financial Planning Process

Sound financial health. It takes in-depth analysis. It takes careful planning. It takes solutions, tailored to help meet your unique requirements. We employ a disciplined, structured approach to financial planning which, by design ensures that we incorporate all of your needs, goals and objectives, in developing a financial plan that's appropriate for you.

We first fully understand and analyze the specifics of your financial situation and, then, provide you with the information, advice and alternatives you need to make informed decisions about your financial future. Each of our financial plans is designed to help meet your unique needs, circumstances and objectives.

Dedicated Team Working For You

Sagemark Consulting is a preeminent fee-based financial planning firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning strategies, as well as related estate tax reduction, investment and insurance strategies.

Osaic FA (formerly Lincoln Financial Advisors) History and Profile

Osaic Inc. acquired Lincoln Financial Advisors in May of 2024 and temporariy rebranded to Osaic FA, Inc.

With a 100-year-old heritage of helping people find solutions to their financial challenges — with the same honesty, integrity, and responsibility that you'd expect — it's a legacy that we proudly and respectfully continue each day. 

The Strength of Osaic FA Today

We believe our continued commitment to strength and stability is indispensable to who we are and critical to your confidence in us. We are an industry leader in identifying and delivering sophisticated financial strategies and product solutions for the creation, preservation, protection, and enjoyment of wealth. We are committed to helping clients redefine their retirement because we don't believe retirement is an end — it's an opportunity for everyone to start doing what they were meant for all along.