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Press Releases by Date | Press Releases by Company Name

SageView Advisory Group
Press Releases

Date	Headline
Aug. 14, 2025	SageView Advisory Group Enhances Services and Midwest Footprint with Acquisition of Cap Strat
Dec. 4, 2024	SageView Acquires OnTrack 401(k), Deepens Institutional Retirement Plan Consulting Footprint
June 25, 2024	SageView Collaborates with Transamerica to Launch Integrity Pooled Solutions
Jan. 21, 2024	SageView Advisory Group Acquires Palmer Retirement Consulting
July 20, 2023	SageView Advisory Group Welcomes Sarah Parker as Retirement Plan Consultant
June 15, 2023	SageView Advisory Group to Acquire Retirement Plan Consulting Firm with $5.2 Billion in AUA
Jan. 26, 2023	SageView Launches New Financial Education and Engagement Platform for Retirement Plan Participants
July 1, 2022	SageView Expands Pacific Northwest Presence with Seattle Office Led By Jon Chambers
June 21, 2022	SageView Advisory Group Agrees to Acquire $321 Million Los Angeles-Based Wealth Management Firm
June 8, 2022	SageView Advisory Group Acquires $825 Million Retirement and Wealth Management Firm kPlans
Mar. 17, 2022	Pontera and SageView Advisory Group Announce Partnership to Enable Advisors to Manage Client Retirement Accounts
Oct. 12, 2021	SageView Expands Wealth Management Business with Acquisition of Bloomfield Hills Fiinancial
Aug. 4, 2021	Marc Schmeeckle Joins SageView Advisory Group in Denver
July 1, 2021	SageView Advisory Group Grows in the West with Acquisition of MJM401k
June 21, 2021	Tony Notermann Joins SageView Advisory Group as Chief Financial Officer
June 9, 2021	SageView Advisory Group Welcomes Jeremy Holly as Chief Development Officer
Mar. 29, 2021	SageView Advisory Group Acquires Remaining Retirement Plan Business from Arnerich Massena
Jan. 5, 2021	SageView Engages in Strategic Partnership with Investment from Aquiline Capital Partners
Nov. 30, 2020	Phil Costantini Joins SageView Advisory Group, Expanding Silicon Valley Footprint
Nov. 3, 2020	SageView Expands Northern California Presence to Support Growth Trajectory
Sept. 14, 2020	SageView Welcomes Margarita Cross to Northern California Team

SageView Advisory GroupPress Releases

SageView Advisory Group
Press Releases