Built on Values. Delivering Results.

98% client retention. 100% committed to exceeding expectations.

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. Unlike large banks and brokerage firms, Sage does not receive any commissions, and our recommendations are not mandated by a parent company. Our advice is fee only, focused on what is in each client’s best interest, and enhanced by comprehensive financial planning.

In 1994, the Cohns took a similarly bold step and founded Sage Online. Leveraging the new powers of the internet, they democratized investing when they created the largest online forum devoted to mutual funds and became the anchor tenant of AOL’s finance channel.

Today, Sage is aiming higher than before.

Our vision is to bring the advantages of a multi-family office to the individual high-net-worth investor without additional cost.

So we are building out a suite of integrated wealth management services focused on what our clients consider the most important areas of their financial lives: investment strategy, financial planning, trusts and estates, tax services, cash flow, surviving spouse support, and insurance planning.

Our clients gain:

  • Time
  • Efficiency
  • Simplification
  • Coordination
  • Cost Savings
  • Peace of mind

Our advice remains fee only based on assets under management.

It’s personal.

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.

  • Our team of experienced professionals can advise clients in exactly the way each one needs to be advised.
  • We are able to finish the work in house, saving our clients time and money.
  • Our focused expertise and regular communications provide our clients with original insight that keeps them well-informed and prepared to succeed.