
Alan Cohn
Co-founder and co-president of Sage Financial Group, a leading independent, privately held investment and wealth management firm. Sage... | Narberth, Pennsylvania, United States
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Alan Cohn’s Location Narberth, Pennsylvania, United States
Alan Cohn’s Expertise Co-founder and co-president of Sage Financial Group, a leading independent, privately held investment and wealth management firm. Sage manages over 3 billion in assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. Alan is a Certified Financial Planner (CFP). Sage Financial Group is an independent, fee-only wealth management firm committed to helping our clients achieve financial well-being and realize their goals. We are entrepreneurial, values-driven, and personal. Our services include strategic investment management, rigorous financial planning, and a growing suite of family office services that enable us to manage, integrate, and coordinate all the details of our clients' financial lives. We currently manage approximately 2.5 billion in assets for more than 600 individuals and their families. We know it’s not just about being good. It’s about doing good. We are passionate about the success of our communities, and we are inspired every day knowing that as a team, we are making a difference for everyone we touch. DISCLOSURE Any information shown on this page is not indicative of any client’s experience or future performance. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Sage Financial Group), will be profitable or equal any historical performance level(s). For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com
Alan Cohn’s Current Industry Sage Financial
Alan
Cohn’s Prior Industry
Sage Financial
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Work Experience

Sage Financial
Co-Founder, Co-President
Sun Jan 01 1989 00:00:00 GMT+0000 (Coordinated Universal Time) — Present