SAGE FINANCIAL GROUP

Sage Financial is an independent fee-only financial adviser (RIA) firm. We help our clients achieve financial goals through strategic planning and management... In 1989 David, Alan, and Stephen Cohn broke with convention and founded Sage Financial Group as an independent registered investment adviser.1 Their goal was to provide individual investors with advice they could trust. Our advice is based on what we believe is in each client's best interest. It is objective, proactive, and fee-only... Today, we manage over $3.2 billion in assets and serve more than 650 high-net-worth individuals and their families.2 We aim to anticipate our clients' needs and provide them with highly professional, personalized service that combines thoughtful, holistic portfolio management, rigorous financial planning, and access to a suite of select family office services.

Also known as: Sage Financial

Primary location: West Conshohocken United States