About
Disclosures

Take Control of Your Cash Flow

SageFolio helps young families, business owners, and individuals approaching retirement bring their financial lives into focus—organizing cash flow, coordinating their broader financial picture, and helping them make more intentional financial decisions.

Our Approach

One Platform. Three Focused Pillars.

We coordinate financial planning, wealth management, cash-flow strategy, and protection planning to help clients see how the different pieces of their financial lives work together.

Financial Planning & Wealth Management

Build a clearer picture of your financial life through coordinated planning, investment management, account aggregation, and ongoing monitoring.

Income & Protection Planning

Evaluate risks to your income and financial obligations and develop strategies designed to protect the financial plan you've built.

Business Cash Flow Strategy

Identify opportunities to improve how money moves through your business, with a focus on organization, efficiency, and greater cash-flow consistency.

Who We Work With

Built for People Building Something Long-Term

We work with young families, individuals approaching retirement, and business owners who want greater clarity, coordination, and intention around their financial lives.

Young Families

Build structure around income, savings, protection, and long-term financial goals.

Pre-Retirees

Identify financial planning opportunities and build a coordinated strategy for the transition into retirement.

Business Owners

Improve financial organization, strengthen cash-flow structure, and plan intentionally for long-term growth.

Agriculture

Navigate seasonal revenue, financial obligations, and long-term land or equipment investment.

Cannabis & Hemp Businesses

Plan intentionally within a complex and evolving business and regulatory landscape.

Wineries & Breweries

Coordinate cash flow, production costs, inventory considerations, and long-term financial goals.

How We Think

Clear. Intentional. Built to Last.

Income is only one part of your financial picture. How your money is organized, invested, allocated, protected, and planned for can be just as important. We help clients create a coordinated financial structure designed to support informed decisions and long-term planning.

Clarity

First

Understand how your financial life is working without unnecessary complexity or jargon.

Intentional

Decisions

Every recommendation should connect clearly to your goals, cash flow, and priorities.

Systems

That Last

We focus on structures designed to support consistency over time, not short-term fixes.

Meet the Founder

Who You'll Be Working With

Colton Davis is the Founder & Wealth Advisor of SageFolio Advisors.

He works with individuals, families, and business owners to bring the different pieces of their financial lives together through financial planning, wealth management, and cash-flow strategy.

Through coordinated planning, investment management, account aggregation, protection planning, and cash-flow analysis, he helps clients better understand where they stand and make more informed financial decisions aligned with their long-term goals.

Based in West Texas, Colton works with clients locally and remotely, with a particular focus on young families, individuals approaching retirement, and business owners—including those in agriculture, cannabis- and hemp-related industries, wineries, and breweries.

If you're making good money but feel like it's not going as far as it should, SageFolio Advisors was built with you in mind.

Ready to Take a Closer Look?

Let's take a closer look at your financial picture—cash flow, investments, accounts, protection needs, and long-term goals—and identify opportunities to create greater structure and make more informed financial decisions.

Take Control of Your Cash Flow

One Financial Life. One Coordinated Strategy.

Build. Plan. Grow.

SageFolio Advisors, LLC provides investment advisory and financial planning services. Insurance products and services are offered separately through a licensed insurance agent and are not advisory services provided by SageFolio Advisors, LLC. Insurance products may generate commissions or other compensation to the licensed insurance agent, creating a financial incentive to recommend such products. Purchasing insurance is not required to receive financial planning or investment advisory services from SageFolio Advisors, LLC. Any insurance recommendations are made solely in a separate insurance capacity.

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