Sage Financial offers personalized family offices services, such as financial planning, advisor services, investment and wealth management, estate planning.

Market Update At the time of our last commentary in August, markets were on a steady upward trend. So far this month, however, we have seen a modest — albeit sharp — sell-off in equity markets, particularly in technology stocks. Since September 1st, core U.S. bonds, as represented by the Bloomberg Barclays Aggregate U.S. Bond | Read More +

Market Update Core U.S. bonds on the Bloomberg Barclays U.S. Aggregate Bond Index closed the week slightly higher, up 0.2%. Equity markets also drifted higher, with the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), finishing up 2.0%, and the S&P 500 finishing up 1.8%. International stocks had a similar showing, as the | Read More +

Market Update Equity markets marched higher this week, with the MSCI ACWI Index, which represents global equities (i.e., both U.S. and international stocks), finishing up 3.5%.  The S&P 500 finished up 4.0%, while the U.S. small cap Russell 2000 closed the week up 3.7%. International stocks had a strong week as well, as the MSCI | Read More +

Market Returns Global equity markets made a strong start this week, continuing a broad-based rally on Monday and Tuesday. The primary drivers were the ongoing reopenings across the country as well as positive movement among economic indicators, including global PMIs, housing data, and retail sales Despite the positive data, markets declined following reports of increased | Read More +

We are pleased to share that two of the industry’s leading publications have once again recognized Sage. Barron’s has once again named Sage among the Top 1200 Financial Advisors in the United States for the 2024 calendar year (March 8, 2025). CNBC also recognized Sage as one of the Top 100 Financial Advisors in the | Read More +

Read the special announcement that The Philadelphia Business Journal named Sage a leading Best Place to Work for 2022 in the greater Philadelphia region.

Barron's Magazine and the Financial Times rated Sage Financial Group as a leading wealth management firm in the nation. Learn more about the achievement.

We are proud and honored to share that Sage has received special recognition over the past several months from Barron’s, CNBC, and Philadelphia Business Journal. Barron’s recognized us as one of the nation’s best wealth managers of 2022 March. CNBC ranked us #22 in the country and #1 in Pennsylvania in its Top 100 Financial | Read More +

Learn why working at Sage is more than a job. Find a life-long career filled with purpose and ongoing growth opportunities. Join our incredible team.

WHO WE ARE Sage Financial Group is a privately held wealth management firm serving high-net-worth individuals and families. Managing over $3.2 billion in assets and serving more than 660 clients, Sage has built a reputation for exceptional service, innovative solutions, and enduring relationships. Our 98% team member and client retention rates reflect our unwavering commitment | Full Description +

Apply for the Client Service Associate position at Sage Financial. CSA provides support to a wealth management team to deliver exceptional client service.

Sage Financial is looking for an experienced investment analyst. Build your career with one of the top wealth management firms. Apply today.

Meet April Solla, Paralegal in Trusts and Estates at Sage Financial Group. An expert at facilitating estate planning with dedication and efficiency.

Meet Benjamin Kogan, CFP®, JD, MBA, Senior Wealth Manager at Sage Financial Group. He is passionate about helping clients make smart financial decisions.

Meet Janene Reilly, J.D., Trusts and Estates Counsel at Sage Financial Group. Experienced in estate planning, Janene ensures seamless client solutions.

Sage clients are surrounded by great people: people who are intelligent, experienced, and energized daily by the work they do.

Learn about Sage Financial, our history, and advantages as a privately-held top financial firm. Learn what makes us a national leader in wealth management.

We still believe in handshakes. Please contact us to schedule your personal visit. We look forward to getting to know you.

Sage Financial is an independent fee-only financial adviser (RIA) firm. We help our clients achieve financial goals through strategic planning and management.

*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment profe

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