A complete list of active advisors currently associated with Sage Financial Group Inc.

Warmer can help you find a great advisor at Sage Financial Group Inc. or one who fits your needs even better.

Sage Financial Group serves individuals, pension and profit‑sharing plans, business entities, trusts, and private fund investors, offering discretionary and non‑discretionary investment management and financial planning. The firm also provides family office services — including retirement and tax planning, concentrated stock and insurance reviews, and coordination with other professional advisors — as part of its standard advisory engagement. The firm’s investment work is grounded in fundamental analysis and a long‑term purchase orientation, typically implemented through mutual funds, ETFs, exchange‑traded notes and, where appropriate, allocations to unaffiliated independent managers and defensive cash positions. Sage implements client mandates with discretionary authority when authorized, provides regular reporting (including third‑party aggregation tools), and will research ESG strategies on request while monitoring portfolios for rebalancing and risk management. What distinguishes Sage from many peers is its role as adviser to affiliated private pooled real‑estate funds — including a Qualified Opportunity Fund and several Sage Real Estate Funds — and the related use of performance‑based compensation (carried interest) for those funds, a structure the firm discloses along with client qualification and conflict‑mitigation procedures. The firm also partners with a law firm for estate‑planning work within its family office services and accepts pooled‑vehicle clients and portfolio management for pooled vehicles, activities that are relatively uncommon among similar multi‑team advisers.

To learn more about the advisors currently working at Sage Financial Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Sage Financial Group Inc.'s office locations.