Ken A. Shipley, CFP®
Nelson Brittain, MBA
Nick Weissfeld


StoneBridge Advisors, Inc.
10420 Jackson Oaks Way, Suite 102
Knoxville, TN 37922
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Who We Are

Sagemark Consulting is a full-service, fee based, comprehensive financial planning firm. We take personal pride in facilitating discussions via a structured customizable process that allows joint discovery of optimal solution pathways after being given full disclosure of the benefits and consequences of each alternative. In an industry that can feel confusing and overwhelming, we feel that education leads to empowered clients who are armed with knowledge. Knowledge leads to synergy between the client and the advisor, which then leads to coordinated strategies for each individual situation.

Clients are led through a customized process that may include, but isn’t limited to, an integrated analysis of financial independence, estate planning, charitable giving techniques, investment management, business succession planning, corporate fringe benefits planning, tax reduction strategies, and personal / corporate risk management. Our processes allow us to determine the appropriate financial strategies for all clients, including business owners, executives, and retirees.

At Sagemark Consulting, our role with each client can be reduced to three words:

Ask—Ask questions to understand individual scenarios.
Listen—Listen carefully to our clients’ answers, including what is actually verbalized as well as the emotions behind those words.
Create—Create dynamic flexible solutions that address all the issues at hand in a cohesive manner.

At the conclusion of the planning process, two overriding results are achieved: 1- The production of integrated solutions that capture the efficiencies of coordination. Almost all of our clients have made great decisions before this process; however, there is significant value in coordinating the nuances of how all those decisions impact each other. 2- The ability to guide each client to truth in an industry that is filled with perception.

We believe that financial confidence isn’t just a result of making informed decisions over the years; it comes with coordination, being educated in financial strategies, and understanding the decisions that have been made when the background noise in the industry can be deafening.


Our overriding philosophy - the one that distinctively defines the way we do business - is "Serve First, Last and AlwaysSM".

Our "Serve First" philosophy was conceived over 50 years ago and still drives our business today. Conviction in what we do and sell, the courage to get our clients to take action, competency based on continuing education and training, and communication that builds understanding and trust - these are the key qualities of "Serve First". And these are the commitments we make to you when you choose to retain us.

Sagemark Consulting, a division of Lincoln Financial Advisors is a member of Lincoln Financial Group, the marketing name for Lincoln National Corporation - a Fortune 500 financial services company that offers a broad range of financial products and services. Our affiliation with Lincoln Financial Group provides depth, stability and significant resources to our advisors and clients.

With Sagemark Consulting, our clients receive the best of two worlds: the experience and financial stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.