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Client Satisfaction 5.0 / 5 rating based on 42 reviews
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  • Get to know us

    We are committed to helping our clients achieve their financial goals. Learn about our team.
    Meet the team

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

  • How we work

    We provide personalized advice based on what’s most important to you.
    Work with us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Our commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.

Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

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Events

Giving with a Purpose (Webinar)

As the holiday season approaches, many people consider ways to give back. This webinar focuses on charitable giving to eligible organizations and how thoughtful planning can support causes you care about while offering potential tax advantages. Join us to learn how to make your giving more intentional and impactful.

Register Here

Financial Planning: A Personal Guide (Webinar)

Start the new year with a clear financial roadmap. This session is perfect for those new to financial planning or looking to build on their current foundation. We'll cover practical steps for budgeting, investing, and setting long-term goals to help you feel more confident about your financial future.

Register Here

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Our Story

Adage Advisory began in 2001 when Jeffrey Raegen set out to build a practice rooted in purpose and personal connection. What started as a solo endeavor has grown into a collaborative team of advisors who share a commitment to helping clients feel more financially confident.

Our name reflects our philosophy: an adage is timeless wisdom, and we bring that same clarity and intention to every financial conversation. From day one, we’ve focused on listening deeply, acting thoughtfully, and staying true to the people who count on us.

As we continue to grow, our dedication to meaningful relationships and personalized guidance remains at the heart of everything we do.