Who We Are
Founded in 2019 as a planning-centric wealth management firm, we exist to help individuals and families address the challenges and complexities of modern life and financial decision-making. As navigators, we provide advice and guidance, strategy and direction to help you achieve your goals efficiently and enjoy the journey. We understand finances can be overwhelming and complicated.
Our diverse team has the expertise and experience to simplify the process and help you take action. Sage Wealth Planning is an RIA headquartered in Northern Michigan, with additional local presence in Austin, TX, and the flexibility to serve you virtually across the country.
With decades of experience in financial services, we bring insight and wisdom that allows us to guide and educate you through an ever-changing landscape.
Matt Doran, CFP
Doran holds a bachelor’s degree in education from Michigan State University, a master’s in education from Saginaw Valley State University, as well as the Certified Financial Planning Designation.
A natural teacher, inspiring speaker, and relentless champion for clients, Doran is a sought after coach and consultant to fellow advisors.
Success as an advisor and field leader led to management responsibilities at the corporate level and included the design and leadership of several recruiting and training programs for financial advisors as well as leadership development in the southeastern United States and the health of regional business in the Southeast.
In 2019, Doran turned his attention once again to serving clients directly and co-founded Sage Wealth Planning, a fee-only registered investment advisory firm.
Doran lives in Rapid City, MI, with his wife and daughter and enjoys spending time playing golf, hiking, and exploring the beautiful surroundings of northern Michigan.
Ethan started his career at Dow, Inc. in Midland, MI as part of their Supply Chain Rotational Program. Throughout the next five years, Ethan worked in various supply chain, product marketing, and sales roles. His experiences at Dow taught him many valuable skills, such as, client relationship management, continuously improving processes, and how to quantify large decisions.
Ethan is also an active real estate investor, and through this lens, he enjoys continuously learning and helping others think about the role real estate can play in long term wealth building process.
Ethan graduated from Michigan State University in 2016 with a Bachelor of Arts in Supply Chain Management.
Ethan and his wife, Robin, currently live in Austin, TX. When not serving clients, Ethan enjoys outdoor sports, all things real estate, and cooking.
CLIENT SERVICE SPECIALIST
Paige Millikin is a recent graduate from Central Michigan University (fire up chips!), where she earned her Bachelor’s of Science and Business Administration in Personal Financial Planning. During her time at CMU, she was the president and cofounder of the Society of Women in Business and served her peers as a “money mentor” through the Financial Wellness Collaborative. Through these roles, she discovered her passion for Financial Literacy as well as providing others with the education and resources necessary to succeed in the working world.
Most recently Paige worked as an Operations Associate for a Michigan Based financial advising firm, where she gained experience building financial plans and more importantly building relationships.
It is the desire to see people achieve their dreams, as well as seeing the comfort and security that having a good financial plan provides, that has drawn Paige into the industry.
Paige lives in Canton Michigan and enjoys spending time with friends and family, traveling, and trying new things.