Sage Recognized for Exceptional Client Service

We are thrilled to share that Sage has been recognized as one of the top financial advisors in the country in 2022 by Barron’s (3/10/2023) for the 10th consecutive year (and one of the top money managers in the region by the Philadelphia Business Journal (3/16/2023) for the 12th consecutive year!

These honors reflect our unwavering commitment to our clients and are a testament to our team, who work tirelessly to ensure an exceptional experience. The deep, long-term partnerships we have with our clients and everyone at Sage enable us to earn this kind of recognition.

These recognitions are shared with each and every member of our firm and capture why we are so proud of our 98% team member and client retention rate.

If there is anything we can do for you, please do not hesitate to contact us at 484.342.4400 or