Sage Financial Group
Five Tower Bridge
300 Bar Harbor Drive, Suite 200
West Conshohocken PA, 19428

Lucy A. Steitz, CFP


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(484) 342-4400

(484) 537-0550

It is relatively easy to evaluate the credentials of an organization. It’s much harder to gauge an organization’s culture. Sage has a distinctive culture. We set extremely high standards for ourselves, consistently placing clients’ needs above all else. As individuals and as a firm, we have goals that extend beyond the economic rewards we receive for doing our jobs: we work in a satisfying and challenging environment and give back to our communities. It is this passionate commitment that is unique.

As a result, we are able to attract highly talented professionals who bring specialized skills and life experiences to Sage. The majority of our staff has advanced educational degrees, and we are fortunate to have had very little senior management turnover since inception. The result: exceptionally strong client service teams with deep insight into, and knowledge of, our clients’ individual portfolios.