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.