Contact Sarah
Team Office
Sarah’s Locations
Rock Hill, SC 29730 (803) 329-5125
Sarah LePhew
Vice President, Financial Advisor
CFP®, CDFA®, CEPA
About Sarah
As a financial advisor, Sarah guides clients in regard to financial planning, investment advisory services, and tax planning. She enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision. Sarah strives to form personal and long-lasting relationships with all her clients to maintain that trust. Sarah lives in Rock Hill with her husband, Tyler, and their son Parks. She enjoys live music, traveling and spending time with her family and friends.
Education
- BS - Clemson University
Awards & Recognition
View All2026
InvestmentNews $100M Club: Top Female Advisors (2026)
InvestmentNews
What we’re thinking about
What Are 529 College Savings Plans And How do They Work?
Newsroom and Resources
View AllLet’s pay the tax now! Said no one ever June 2026
18 Wealth Enhancement Advisors Named Among InvestmentNews’ 2026 $100M Club: Top Female Advisors
InvestmentNews: Sarah LePhew Quoted in “Divorce and Retirement: It’s a Matter of Trust”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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