At Sage, our job is to focus on investment strategies and helping you preserve and grow your portfolio, but we understand that money in and of itself does not guarantee happiness or provide a sense of purpose. True wealth is not as easy to calculate as net worth. As our father, David, liked to remind | Read More +
Top FinancialAdvisors
2025
3/2025
For the 2024 calendar year.
98%
Sage Financial
Client Retention
Client Retention
1/2025
98%
Sage Financial
Team Retention
Team Retention
1/2025
Best Placesto Work
2024
7/2024
For the 2023 calendar year.
For the "Best Places to Work" recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings or recognitions.
Our client retention rate is calculated annually and based on one year. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of five years. We adjust this number when the change in either direction is equal to or greater than 2%.
Learn more about Sage Financial accolades.