2003

OWLFI INCORPORATED

In 2003, OWLFI was incorporated as Sage Financial. The company’s incorporation was a significant milestone in its history, and it set the stage for its future success and growth.

2014

ELLIOT CAME ON BOARD

In March 2014, Elliot came on board as a part of the Sage Financial team. This marked a new chapter for the company as Elliot brought his expertise and experience to the table, strengthening the capabilities of the team.

2016

ELLIOT ACQUIRED SAGE FINANCIAL

In 2016, Elliot made a bold move by acquiring Sage Financial. This marked a significant turning point in the history of the company as Elliot stepped up to take ownership and lead the company toward even greater success.

2017

REBRANDED TO OWLFI

In 2017, Elliot made the decision to rebrand the company from Sage Financial to OWLFI. 

2017

OWLFI TAX & ACCOUNTING

In 2017, OWLFI took a significant step forward with the establishment of its Tax and Accounting division in collaboration with Kelly. This strategic partnership marked the convergence of two key financial services, combining the expertise of a financial advisor with the knowledge of accountants. 

2017

NEW LENEXA OFFICE

In 2017, OWLFI made a transformative move to its Lenexa office. This provided the necessary space and resources for OWLFI to expand its services and offer an even higher level of service to its clients. 

2021

STATE-REGISTERED

In May 2021, OWLFI became a state-registered investment advisory firm. This designation reflected the company’s commitment to providing a high level of investment advice and services to its clients.

2021

SEC-REGISTERED

In December 2021, OWLFI made a major stride in its commitment to providing the highest level of investment services by becoming a SEC-Registered Investment Advisory Firm. This designation reflected the company’s rigorous adherence to industry regulations and standards, and demonstrated its commitment to transparency and ethical business practices.