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Insights

Strong Market Recognition Sage Financial Group is highly regarded in the industry, consistently ranking in the CNBC Financial Advisor 100 and being recognized as a top financial advisor nationally. This prestigious positioning demonstrates a robust reputation and opens opportunities for premium investment products and high-value collaborations.

Substantial Assets Under Management Managing over $3 billion in assets and serving a high-net-worth clientele indicates a strong market presence and potential for offering exclusive financial solutions, estate planning, and personalized wealth management services tailored to affluent clients.

Recent Investment Activities The company's recent stake acquisition in Global X Artificial Intelligence & Technology ETFs suggests an openness to innovative investment strategies. This creates opportunities to introduce cutting-edge financial products and technological investment solutions to their clients.

Growth Through Acquisition Sage Financial Group’s recent acquisition by PSK Private Wealth highlights growth and expansion possibilities. This transition indicates a potential opportunity to engage with integrated firms seeking complementary financial services or co-hosting specialized advisory offerings.

Recognition as a Top Employer Being ranked as the #2 Best Place to Work among comparable firms signals a proactive approach to employee engagement and company culture, making it a promising partner for employee benefit strategies, corporate wellness programs, and tailored financial education initiatives.

Sage Financial Group Tech Stack

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

  • RSS
    Content Management System
  • Font Awesome
    Font Scripts
  • Clipboard.js
    Javascript Libraries
  • Underscore.js
    Javascript Libraries
  • Yoast SEO Premium
    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 Dr, Conshohocken, Pennsylvania 19428, US. The company has employees across 2 continents, including North AmericaOceania.

What is Sage Financial Group's stock symbol?

Minus sign iconPlus sign iconSage Financial Group is a publicly traded company; the company's stock symbol is N/A.

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.

How much revenue does Sage Financial Group generate?

Minus sign iconPlus sign icon As of October 2025, Sage Financial Group's annual revenue is estimated to be $7.1M.

What is Sage Financial Group's SIC code NAICS code?

Minus sign iconPlus sign iconSage Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Sage Financial Group have currently?

Minus sign iconPlus sign iconAs of October 2025, Sage Financial Group has approximately 55 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 RSSFont AwesomeClipboard.jsUnderscore.jsYoast SEO PremiumGoogle 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

Sage Financial Group

Financial ServicesUnited 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 Dr, Conshohocken, Pennsylvania 19428, US
Website
sagefinancial.com
SIC Code
6282 - Investment Advice
Stock Symbol
N/A
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
    A. C.
    Co-Founder, Co-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Partner
    Phone icon
    Mobile Phone

Employee Directory

  • 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
  • Stylized image of a person
    R. A.
    Director, Engagement And Communications
    Phone icon
    Mobile Phone

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