Channel Financial (now SageView Advisory Group) Email Format

Financial ServicesMinnesota, United States2-10 Employees

Channel Financial, now operating as SageView Advisory Group, is a financial services firm focused on independent retirement plan consulting. The organization supports plan sponsors by providing investment due diligence, plan design assistance, vendor benchmarking, and employee communications, aiming to mitigate fiduciary liability while improving investment opportunities and participant outcomes. Based in Golden Valley, Minnesota, the firm emphasizes a specialized, prudent process to help contain costs and meet regulatory requirements for retirement programs. SageView Advisory Group operates as an SEC-registered investment advisor, serving retirement plan sponsors and individuals across the United States, with a history dating back to 1989 and a nationwide presence through multiple offices. Recent developments include leadership changes and industry recognitions within the retirement plan advisory space.

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