John J. Sion

As a partner in the firm, John is the trusted advisor to a significant segment of Sage’s client base, providing comprehensive advice and wealth management services. He also has responsibility for spearheading various management initiatives.  In addition, John oversees and manages Sage’s compliance department.

John has been recognized as one of the top investment advisors by Philadelphia Magazine.  John joined Sage in 1998.  His full service wealth management expertise includes investment management, retirement planning, financial independence planning, education funding, concentrated stock management, estate planning, risk management, and tax planning.

Following college, John was commissioned as an officer in the United States Navy and served for four years as a Surface Warfare Officer, specializing in anti-submarine warfare. He had extensive deployments to the Mediterranean Sea, Persian Gulf, and the Baltic area. Prior to joining Sage, John worked in management for a Fortune 1000 company.

John is a CERTIFIED FINANCIAL PLANNER™ professional. He graduated cum laude from Villanova University with a BS in Business Administration, majoring in Finance. John serves on the board of the Gulph Mills Civic Association where he resides with his wife, Karen, and two children.