Sage Financial Group
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Overview
10 - 49
Employees
1989
Year Founded
ABOUT SAGE FINANCIAL GROUP
Financial Services Conshohocken, Pennsylvania
Established in 1989, Sage Financial Group is a private, independent firm specializing in Investment and Wealth Management. The firm oversees assets exceeding $3 billion and offers investment management and financial planning services to over 650 clients. Sage has been acknowledged as one of the leading wealth managers nationwide by noteworthy publications such as Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, as well as locally by the Philadelphia Business Journal and Philadelphia Magazine. The firm has also been mentioned or referenced in notable outlets like The Wall Street Journal, SmartMoney Magazine, Financial Planning Magazine, Inc. Magazine, and CNBC. Besides co-founding Sage Financial Group, David, Alan, and Stephen Cohn established Sage Online in 1995, an influential online investment platform for individual investors. In March 2000, Sage Online was acquired by Multex.com, a publicly traded financial services firm. Alan and Stephen also collaborated on the book “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investment opportunities for their clients.
Please note that any information on this page does not reflect the experiences of any specific client or predict future performance. Different investments carry various levels of risk, and there is no guarantee that any specific investment or strategy recommended by Sage Financial Group will be profitable or match past performance levels. Additionally, the "likes" or "comments" found on this page from visitors to Sage's LinkedIn profile do not represent any client's experience with or endorsement of Sage as an investment advisor. For further details about Sage Financial Group and related disclosures, please visit www.sagefinancial.com.
Languages Spoken
English
HIGHLIGHTS
10 - 49
Employees
1989
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Financial Advisory & Consulting
About the Team
OUR STORY
Sage Financial Group is a dedicated team of ethical professionals committed to helping clients achieve their financial aspirations. Founded by Alan and Stephen Cohn, the firm boasts a stable team with over 20 years of expertise in investment, financial planning, tax, and legal matters. Emphasizing honesty, integrity, and personalized service, Sage hand-selects both its team members and clients to foster meaningful relationships. The company cherishes a culture called SageSense, which embodies sincerity, empathy, agility, stewardship, and excellence. Rooted in family values, Sage honors its legacy through steadfast client focus, collaboration, and a comprehensive approach to wealth management, delivering consistent, transparent, and tailored financial guidance.
Locations
Headquarters
Five Tower Bridge 300 Barr Harbor Drive Suite 200
Conshohocken, Pennsylvania, United States 19428