We are pleased to share that two of the industry’s leading publications have once again recognized Sage. Barron’s has once again named Sage among the Top 1200 Financial Advisors in the United States for the 2024 calendar year (March 8, 2025). CNBC also recognized Sage as one of the Top 100 Financial Advisors in the | Read More +
Category: Press
Sage Recognized By Leading Financial Journals
We are proud and honored to share that Sage has received special recognition over the past several months from Barron’s, CNBC, and Philadelphia Business Journal. Barron’s recognized us as one of the nation’s best wealth managers of 2022 March. CNBC ranked us #22 in the country and #1 in Pennsylvania in its Top 100 Financial | Read More +
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 | Read More +
Sage Recognized as a Leading Best Place to Work
We are proud to share that Sage has been recognized as the #2 Best Place to Work among companies of similar size by the Philadelphia Business Journal. This accolade is particularly important to us because it focuses on culture and attitude, two aspects of Sage that we take great pride in and consider our “secret | Read More +
Sage Recognized For Commitment To Clients
We are thrilled to share that Sage has been recognized as one of the top financial advisors in the country by Barron’s for the 9th consecutive year and one of the top money managers in the region by the Philadelphia Business Journal for the 11th consecutive year! These honors reflect our unwavering commitment to our | Read More +
Sage Recognized Nationally and Regionally
Sage has been recognized nationally by Barron’s as a leading wealth management firm and regionally by The Philadelphia Business Journal as a top money manager for the 8th and 10th consecutive years. These honors are a testament to the hard work and dedication of the entire Sage organization, and they reflect the ongoing trust and confidence our clients and | Read More +
Sage Recognized by Barron’s and the Financial Times
In the early stages of the pandemic, our top priorities were the health and safety of our community, including family, colleagues, and clients. Additionally, we were deeply focused on our ongoing responsibility and attention to managing the business and our clients’ portfolios. During that time we learned that Sage had been recognized by Barron’s as | Read More +
