“For more than 25 years, we’ve understood how to help individual investors realize their financial goals. Our unwavering commitment to comprehensive, personal, and fee-only advice has made us a nationally recognized leader in the wealth management community with a 98% client retention rate.”4

Alan Cohn + Stephen Cohn

Co-Founders + Co-Presidents | BIO +

Independent. Entrepreneurial. Values-Driven. Personal.

Sage is a family business, built on strong principles and a very clear commitment to developing collaborative relationships grounded in trust and transparency.

That is why we are independent.

  • Independence means our advice is objective and focused on what is in each client’s best interest, not the business goals of a parent company.
  • Independence means our fee structure is simple and transparent. We are not compensated by third-party financial institutions based on what products we recommend. We are fee-only and are paid directly by our clients for the services we provide them.
  • Independence means we can continue to be entrepreneurial. While we firmly believe that successful investing begins with patience and discipline, we are always looking for new investment opportunities and services that will improve how our clients can build, preserve, and share their wealth.

 

Our History

  • 1989 Founded Sage Financial Group

    Independent, privately held, investment and wealth management firm

  • Today No Principal Turnover Since Inception

    5 Partners with close to 100 years combined management experience

  • 1995 Founded Sage Online

    Leading source of online investment information for individual investors
    Anchor tenant of America Online’s Personal Finance Channel Built to profitability and sold to Multex in 2000

  • Today 98% Client Retention

    Build long-term relationships with clients

  • 1999 Authored The Sage Guide to Mutual Funds (Harper Collins)

    Thorough compilation of advice on how to succeed with mutual fund investing.

  • Today Recognized As One of the Top Financial Advisors

    By Barron’s, The Financial Times, Bloomberg, and Philadelphia Business Journal

  • 2001 Founded Sage Real Estate Group

    Private equity real estate fund company

  • Today Still Growing

    We are building out a signature suite of integrate wealth services focused on managing, coordinating, and integrating the most important areas of our clients’ financial lives.

Delivering an exceptional client experience is a habit, not an act.

We start with questions, then build a strategy that is personal, meticulous, and adaptable.

And we are proactive. We respond when our clients need us, because if something is on their minds at 6 am or 6 pm, we want to know about it.

Sage clients experience the profound peace of mind that comes from knowing that their financial lives are being overseen by people who care for their goals and investments as if they were their own.

Points of Differentiation

  • Independent and privately held. Unlike banks and brokerage firms, Sage does not answer to, or get compensated by, third-party financial institutions. We are paid directly by our clients, for the services we provide them.
  • Stable. No Principal turnover since inception and 98% client retention.
  • Comprehensive. Signature suite of in-house subject expertise focused on what matters most in financial life management.
  • Proactive and responsive.
  • Entrepreneurial. Access to unique private investments and services.

It’s not just about being good. It’s about doing good.

We are passionate about the success of our communities and dedicated to helping improve the lives of everyone we touch.

And we are inspired every day knowing that as a team, we are making a difference for our clients and our communities. See who is inspiring us.2

Alex’s Lemonade Stand Foundation

Committed to raising money and awareness for pediatric cancer causes and performing research for new cures and treatments.

Simon’s Fund

Dedicated to saving children’s lives by educating the public about heart conditions that lead to sudden cardiac arrest and death.

Mastery Charter High School

Created to provide underserved students with the academic, personal, and critical thinking skills needed to succeed in higher education.

Ben Franklin Technology Partners

Established to stimulate economic growth through innovation, entrepreneurship, and the development and adoption of new technologies.

We’re also pleased to support these other outstanding organizations: