• See my other side

Sarah K. Charles, CSRIC™, AIF® / Director of Business Strat., Sr. Financial Advisor

A veteran of the financial services industry with more than 20 years’ experience, Sarah is very clear about which aspect of her job she finds most rewarding: working with people.

“People have plans, goals, dreams,” she says.  “I’m there not only to help my clients turn dreams into realities, but to provide financial clarity and peace of mind.” 

Sarah graduated cum laude from Duke University with a BA degree in Economics, and she holds an Accredited Investment Fiduciary® designation from Fiduciary360.  Passionate about sustainable and ESG investing, Sarah became one of the first people in the country to get her Chartered SRI Counselor™ designation from the College for Financial Planning in 2019.  Born and raised in New York City, she brought her talents to DHG Wealth Advisors in 2007.

A long-time advocate for women, Sarah is passionate about working with women going through life transitions (including divorce and death of a spouse) and educating them so that they can feel empowered and confident stepping into the role of primary financial decision maker.