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 clients. 

Sage has been recognized as a top wealth manager nationally by industry publications Barron's, Wealth Manager Magazine, The Financial Times, and Financial Advisor Magazine, and locally, by the Philadelphia Business Journal and Philadelphia Magazine. Sage has been featured and/or cited in The Wall Street Journal, SmartMoney magazine, Financial Planning magazine, Inc. magazine and CNBC. 

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.

Investment Management

Sage Financial Group

Alan Cohn

John Sion

Maureen Howarth

Brandon Baker

Mary Lieberman

Stephen Cohn

The Investment Team at Sage Financial Group is responsible for formulating and executing investment strategies that align with clients' financial goals. This team conducts in-depth market research, analyzes investment opportunities, and manages the portfolio performance for over $3 billion in assets. They collaborate closely to ensure informed decision-making and provide insightful reporting to clients, helping them navigate complex financial landscapes.

Investment Team

Wealth Management Team

Investment Team

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Team members

Other teams at Sage Financial Group

Wealth Management Team