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 +
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.