Founded in 1989, Sage Financial Group is a Securities and Exchange Commission (SEC) Registered Investment Adviser based in Pennsylvania. The firm operates as a fiduciary, providing comprehensive and objective financial planning, investment management, and "Personal CFO" services. With a focus on high-net-worth clients, the company emphasizes personalized strategies and a collaborative approach to help clients achieve their long-term financial goals and secure their legacies.

Founded in

United States