Sage Financial Group

What Sage Financial Group does

Sage Financial Group is a privately held, fee-only registered investment adviser headquartered in West Conshohocken, Pennsylvania, founded in 1989 by brothers David, Alan, and Stephen Cohn. The firm serves high-net-worth individuals and families exclusively, managing $4.2 billion in assets across more than 700 client households each with AUM exceeding $1 million as of December 31, 2024. The firm reports a 98% client retention rate and a 98% team member retention rate (five-year average), signaling a stable, relationship-driven operating model.

The product set is bundled into a single wealth management platform built around investment advisory services, comprehensive financial planning (retirement, tax, estate, insurance, cash flow), and holistic portfolio management, with a Family Office Services add-on for ultra-high-net-worth clients. Underlying technology is intentionally thin: client relationship management and portfolio management run through a Tamarac-powered proprietary client portal, with account access supplemented by Schwab Alliance. Sage generates revenue exclusively through AUM-based advisory fees (subscription/recurring), does not receive commissions, and has no parent company dictating recommendations. Distribution is direct, team-based, and U.S.-only, supported by content marketing (the 'Our Thinking' blog, Sage Investment Perspective newsletter, LinkedIn) and referral networks, with credibility reinforced by sustained third-party recognition including Barron's Top Wealth Managers (10 consecutive years) and CNBC's Financial Advisor 100.

Name

Sage Financial Group

Legal name

Sage Financial Group, Inc.

Website

https://sagefinancial.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

11–50 employees

Short description

Sage Financial Group is a fee-only registered investment adviser founded in 1989, managing $4.2 billion in assets for over 700 high-net-worth households across the United States through personalized wealth management and financial planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Fee-only advisor

Headquarters

HQ city

Conshohocken

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Advisory Fees: Sage operates as a fee-only registered investment advisor, charging advisory fees based on assets under management (AUM). The firm does not receive commissions or product-based compensation, aligning advisor incentives with client interests. Revenue is derived from ongoing advisory fees as a percentage of client assets managed.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Sage Financial Group is a fee-only registered investment adviser that provides holistic wealth management services to high-net-worth individuals and families. Its offering combines investment advisory, comprehensive financial planning (retirement, tax, estate, insurance, cash flow), and portfolio management, with access to a suite of select family office services for ultra-high-net-worth clients. The firm manages over $4.2 billion in assets for more than 700 client households and charges advisory fees based on assets under management, with no commissions or product-based compensation.

Product overview

Sage Financial Group is a fee-only investment adviser offering a unified wealth management platform for high-net-worth individuals and families. The core offering combines investment advisory services with comprehensive financial planning (covering retirement, tax, estate, insurance, and cash flow), supported by holistic portfolio management. Clients receive access to select family office services, concierge-level service, and dedicated professional guidance. The firm manages $4.2 billion in assets across more than 700 client households, emphasizing objective advice free from commissions or product sales incentives.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services
• Investment Advisory Services
• Financial Planning
• Portfolio Management
• Family Office Services

Quantifiable outcome

• 98% client retention rate
• +3 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Schwab AlliancecoreTechnology or Integration · 1 July 2025Schwab Alliance provides client account access portal for Sage clients. Clients can access their accounts through the Schwab Alliance platform integrated with Sage's advisory services.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sage-financial-group

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sage Financial Group