Sage Mountain Advisors, a $6+ billion independent registered investment advisor serving ultra-high-net-worth families nationwide, today announced the upcoming addition of Evan Daugherty, CFA, CAIA as a Wealth Advisor.

Sage Mountain sets itself apart from traditional private banks through its open architecture, community-sourced alternative investing platform, and consolidated reporting that provides clients with a clear and integrated view of their entire wealth. The firm’s rapid growth reflects the trust placed in its fiduciary alignment and boutique-level service.

“Evan’s proven ability to guide sophisticated families through complex financial landscapes perfectly complements Sage Mountain’s mission,” said Scott Neu, CFA, CEO of Sage Mountain Advisors. “His combination of technical expertise, client focus, and innovative thinking strengthens our ability to deliver truly independent fiduciary advice.”

Founded by former Goldman Sachs Private Wealth Management professionals, Sage Mountain Advisors combines Wall Street heritage with the creativity of a boutique firm. The firm provides concierge-level service in investment management, estate and trust planning, alternative investing, and multigenerational wealth transfer — all under a transparent fiduciary model with no commissions or product limitations.

With Evan’s upcoming addition, Sage Mountain further deepens its experienced advisory team dedicated exclusively to the ultra-high-net-worth community.

Sage Mountain Advisors, LLC is an independent SEC registered investment advisor. More information can be found in Part 2 of its FORM-ADV which is available at www.sagemountainadvisors.com or by calling (404) 795-4861.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251009459218/en/