Our Thinking: Economic and Market Analysis

“We strive to keep our clients well-informed and educated about the markets and other issues affecting their lives and financial decisions. All of our communications are original, authored in-house to provide clarity, insight, and our thoughtful, experienced perspective.”

Lucy Steitz, CFP^®

Executive Wealth Manager | BIO +

March 24, 2017June 1, 2023 by Rebecca Anderson

Our Perspective: On True Wealth

At Sage, our job is to focus on investment strategies and helping you preserve and grow your portfolio, but we understand that money in and of itself does not guarantee happiness or provide a sense of purpose. True wealth is not as easy to calculate as net worth. As our father, David, liked to remind | Read More +

February 24, 2017June 1, 2023 by Rebecca Anderson

Our Perspective: Putting Clients First

The investment advisor fiduciary rule is back in the news. We have written about the rule before, but thought it would be helpful to revisit the topic since President Trump has issued an executive order that his Labor Secretary should review, and possibly overturn, the proposed regulations set to take effect in April. Background Last | Read More +

Top Financial
Advisors
2025

3/2025

For the 2024 calendar year.

98% Sage Financial
Client Retention

1/2025

98% Sage Financial
Team Retention

1/2025

Best Places
to Work
2024

7/2024

For the 2023 calendar year.

For the "Best Places to Work" recognition, Philadelphia Business Journal requires a submission fee for consideration. Sage has not paid any other fees for our rankings or recognitions.

Our client retention rate is calculated annually and based on one year. We adjust this number when the change in either direction is equal to or greater than 2%. Our team member retention rate is calculated annually and reflects the average of five years. We adjust this number when the change in either direction is equal to or greater than 2%.

Learn more about Sage Financial accolades.