Sage Financial Group Inc.

Sage Financial Group Inc. (CRD# 116574) is a financial advisory firm headquartered in West Conshohocken, PA. They manage $1,545,384,855 in 2,629 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,545
    MILLION
  • Total Number of Accounts
    2,629
    ACCOUNTS
  • Average Account Value
    $587,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, HI, IL, MA, MD, ME, NC, NH, NJ, NY, OH, PA, TX, VA

Financial Advisors at Sage Financial Group Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Alan J. Cohn
CRD#: 1765469
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
96
Wealthminder
score

Alan Cohn (CRD# 1765469) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 30 years of experience in the finance industry. Alan Cohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stephen L. Cohn
CRD#: 1966975
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
96
Wealthminder
score

Stephen Cohn (CRD# 1966975) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry. Stephen Cohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gregg A. Ridge
CRD#: 2705047
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
96
Wealthminder
score

Gregg Ridge (CRD# 2705047) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 21 years of experience in the finance industry. Gregg Ridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John J. Sion
CRD#: 4569836
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
96
Wealthminder
score

John Sion (CRD# 4569836) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 15 years of experience in the finance industry. John Sion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Lucile A. Steitz
CRD#: 2823841
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
96
Wealthminder
score

Lucile Steitz (CRD# 2823841) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 20 years of experience in the finance industry. Lucile Steitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Mitchell E. Bednoff
CRD#: 3029642
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
93
Wealthminder
score

Mitchell Bednoff (CRD# 3029642) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 19 years of experience in the finance industry.

7
Andrew C. Brown
CRD#: 5145612
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
93
Wealthminder
score

Andrew Brown (CRD# 5145612) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 7 years of experience in the finance industry.

8
Craig B. Carpenter
CRD#: 5216808
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
93
Wealthminder
score

Craig Carpenter (CRD# 5216808) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 11 years of experience in the finance industry.

9
Ralph J. Cetrulo
CRD#: 4057338
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
93
Wealthminder
score

Ralph Cetrulo (CRD# 4057338) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 17 years of experience in the finance industry.

10
Jeffrey E. Karpel
CRD#: 5195945
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428
93
Wealthminder
score

Jeffrey Karpel (CRD# 5195945) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 11 years of experience in the finance industry.

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