Our goal is to innovate, inspire and navigate the fiduciary responsibilities for Non Profit organizations who want to deliver solutions driven retirement plan benefits for their most valued commodity, their employees.

Our not-for-profit practice group consists of 13 individuals with over 215 years of combined experience in the retirement consulting industry. Our highly credentialed group consists of  2 CFA’s, 1 CPA, 1 CFP, 1 JD and 5 AIF’s.

We have four practice leaders located throughout the country who manage our team of not-for-profit specialists.

  • Jon Upham, AIF, MA, Principal
  • Sean King, CPA, JD, Principal
  • Robert Trethewey, Principal
  • Stephen Popper, AIF, Managing Director

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRASIPC.
Cetera is under separate ownership from any other named entity.

SageView Advisory Group is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where SageView Advisory Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SageView Advisory Group unless a client service agreement is in place.
This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at  

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