SageView Enhances North Carolina Presence to Support Region's Expanding Businesses

NEWPORT BEACH, CA (JULY 14, 2025) — SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, is enhancing its presence in North Carolina to support continued client growth and firm expansion.

Nichole Labott, a Managing Director, Retirement Plan Consulting, is leading SageView’s team for expansion in the state.

“North Carolina continues to see strong corporate and job growth, and SageView is uniquely able to provide advisory services for the increasing number of retirement plan sponsors in the state. With consultants and advisors located in the Triangle and Triad, the team will support institutions and individuals managing both their retirement programs and private wealth,” said Jon Upham, President of SageView. “Nichole and her team are experienced advisors who will anchor our efforts in the state.”

North Carolina has been recognized by US News & World Report for having the nation’s seventh-best economy and fifth-best state growth rate. The state is positioned for growth as it supports several large industries, world-renowned research institutions and universities.

SageView has over 150 institutional retirement and individual wealth management advisors across 34 offices in more than 20 states.

About SageView Advisory Group
SageView Advisory Group, LLC (“SageView”) is an investment adviser registered with the US Securities and Exchange Commission serving retirement plan sponsors and individuals throughout the United States since 1989. SageView services include consulting and investment management for plan sponsors of 401(k), 403(b), 457, defined benefit and deferred compensation plans, and comprehensive wealth management and financial planning services for individuals and families. SageView is headquartered in Newport Beach, California, and has more than 30 offices nationwide.