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Insights

Strong Market Presence Sage Financial Group is a recognized leader in the independent financial advisory space, consistently ranked highly on CNBC's Financial Advisor 100 list, which highlights its reputable standing and potential for attracting high-net-worth clients seeking top-tier investment management services.

Digital & Technology Adoption The company's use of advanced digital tools such as Google Tag Manager and Yoast SEO Premium suggests a focus on leveraging technology for client engagement and marketing, presenting opportunities to offer innovative digital solutions or enhancements to their existing tech stack.

Recent Asset Expansion Recent investments into global AI and technology ETFs indicate an interest in expanding their portfolio offerings in emerging sectors, opening potential sales avenues for cutting-edge financial products, research services, or specialized investment solutions tailored to growth areas.

Acquisition & Growth Strategies The acquisition by PSK Private Wealth signals a strategic expansion move, suggesting an openness to partnerships, M&A advisory services, or targeted business development initiatives to further accelerate their growth trajectory and market reach.

High-Quality Client Focus Managing over three billion dollars in assets for more than 650 high-net-worth individuals demonstrates their focus on premium client segments, providing opportunities to tailor premium financial products, specialized advisory services, or exclusive investment opportunities to meet sophisticated client needs.

Sage Financial Group Tech Stack

Sage Financial Group uses 8 technology products and services including RSS, Twemoji, Font Awesome, and more. Explore Sage Financial Group's tech stack below.

  • RSS
    Content Management System
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • Clipboard.js
    Javascript Libraries
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers

Media & News

Sage Financial Group's Email Address Formats

Sage Financial Group uses at least 1 format(s):
Sage Financial Group Email FormatsExamplePercentage
FLast@sagefinancial.comJDoe@sagefinancial.com
88%
First.Last@sagefinancial.comJohn.Doe@sagefinancial.com
5%
LFirst@sagefinancial.comDJohn@sagefinancial.com
3%
First@sagefinancial.comJohn@sagefinancial.com
4%

Frequently Asked Questions

Where is Sage Financial Group's headquarters located?

Minus sign iconPlus sign iconSage Financial Group's main headquarters is located at 300 Barr Harbor Drive Conshohocken, Pennsylvania 19428 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Sage Financial Group's official website and social media links?

Minus sign iconPlus sign iconSage Financial Group's official website is sagefinancial.com and has social profiles on LinkedIn.

What is Sage Financial Group's NAICS code?

Minus sign iconPlus sign iconSage Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Sage Financial Group have currently?

Minus sign iconPlus sign iconAs of May 2026, Sage Financial Group has approximately 56 employees across 2 continents, including North AmericaOceania. Key team members include Chief Executive Officer: D. C.Chief Executive Officer: R. C.Chief Technology Officer: C. L.. Explore Sage Financial Group's employee directory with LeadIQ.

What industry does Sage Financial Group belong to?

Minus sign iconPlus sign iconSage Financial Group operates in the Financial Services industry.

What technology does Sage Financial Group use?

Minus sign iconPlus sign iconSage Financial Group's tech stack includes RSSTwemojiFont AwesomeClipboard.jsYoast SEOGoogle Tag ManagerX-Content-Type-OptionsNginx.

What is Sage Financial Group's email format?

Minus sign iconPlus sign iconSage Financial Group's email format typically follows the pattern of FLast@sagefinancial.com. Find more Sage Financial Group email formats with LeadIQ.

When was Sage Financial Group founded?

Minus sign iconPlus sign iconSage Financial Group was founded in 1989.

Sage Financial Group

Financial ServicesPennsylvania, United States51-200 Employees

Founded in 1989, Sage Financial Group is a privately held, independent Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. 

In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients.  

DISCLOSURE

Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s).

In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client.

For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.

Section iconCompany Overview

Headquarters
300 Barr Harbor Drive Conshohocken, Pennsylvania 19428 United States
Website
sagefinancial.com
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Sage Financial Group's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Sage Financial Group's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    D. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Co-Founder, Co-President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. T.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. J.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Vice President
    Phone icon
    Mobile Phone

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