The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

50. Sage Financial Group

Share

Sage Financial Group is an independent family business, built on strong principles and a commitment to developing collaborative relationships grounded in trust and transparency. The firm's advice is objective and focused on clients' best interests, not the business goals of a parent company. Sage is fee-only and paid directly by clients for the services provided. Sage firmly believes that successful investing begins with patience and discipline; the firm is always looking for new investment opportunities and services that will improve how clients can build, preserve, and share their wealth.

Total AUM: $1.83B+

Years in Business: 16

Accounts Under Management: 2,880

Principals:

Alan Cohn, Co-President, Chief Financial Officer, Chief Investment Officer & Director

Stephen Cohn, Co-President, Chief Operating Officer & Director

Contact:

sagefinancial.com

Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428

(484) 342-4400