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
2023
3/2023
98%
Sage Financial
Client Retention
2017–2022
Client Retention
2017–2022
1/2023
98%
Sage Financial
Team Retention
2017–2022
Team Retention
2017–2022
1/2023
Best Placesto Work
2023
7/2023
Sage never pays a fee for any ranking or recognition.
Our client retention rate is calculated annually and a one-year time period. 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 a five-year time period. We adjust this number when the change in either direction is equal to or greater than 2%.
Learn more about Sage Financial accolades.