WELCOME TO SAGE FINANCIAL GROUP
Built on Values. Delivering Results.
98% client retention. 100% committed to exceeding expectations.
Our mission is to eliminate the stress and clarify the complexity of financial decisions so that you can make smart, personally beneficial moves that support your ability to be financially independent.
In 1989 David, Alan, and Stephen Cohn broke with convention and founded Sage Financial Group as an independent registered investment adviser.1 Their goal was to provide individual investors with advice they could trust. Our advice is based on what is in each client’s best interest. It is objective, proactive, and fee-only.
Unlike most large banks and brokerage firms, Sage does not receive any commissions, and our recommendations are not mandated by a parent company. Our focus is on building long-term relationships, not selling products. We are proud of our 98% client retention rate because it speaks to our clients’ satisfaction.
Today we manage over $2.5 billion in assets and serve more than 600 individuals and their families. We aim to anticipate our clients’ needs and provide them with highly professional, personalized service that combines thoughtful, holistic management of their investment portfolios, rigorous financial planning, and access to a suite of select family office services.
The result is a unique experience that empowers our clients to spend more time on what matters most to them— family, financial stability, well-being, and leaving a legacy.
Our clients enjoy:
- Dedicated attention
- Professional, credentialed guidance
- Concierge-level service
- Peace of mind
The approach we take for each client is highly personal, because no two clients have the same goals or circumstances.
It is also rigorous and thorough.
Wealth for our clients is about much more than money. Wealth is a tool, a hard-earned one that they continuously work on, guard carefully, and consider very valuable. It provides them with the ability to live a life shaped by their unique passions and values.
- We invest a lot of time in getting to know our clients’ interests, goals, values, and worries.
- Our team of highly credentialed, experienced professionals work collaboratively and advise clients in the way each one chooses to be advised.
- We keep our clients well-informed, prepared to succeed with in-house, specialty expertise, and original thought leadership.