Top Financial Advisors in West Conshohocken, PA

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Sage Financial Group, a fee-only firm, manages billions in assets for its clients. Around two-thirds of the individual clients at Sage are high-net-worth. Institutional clients include pooled investment vehicles, pension and profit sharing plans, charitable organizations and businesses.

Sage has several advisors on staff. This group includes certified financial planners (CFPs), certified public accountants (CPAs), chartered financial advisors (CFAs) and more.

Fees for the firm are based on a percentage of assets under management. There is a $1 million minimum account size at this firm, as well as a $10,000 minimum annual fee. However, both of these figures may be reduced or waived at the discretion of the firm.

Sage Financial Group Background

Sage Financial was founded in 1991. It is owned by co-founders Alan J. Cohn and Stephen L. Cohn, as well as executive wealth managers Mitchell Bednoff and John Sion. 

Services offered by the firm include investment advice, family office services, retirement planning, income management planning, tax planning, insurance needs and education planning.

Sage Financial Group Investment Strategy

Advisors at Sage use fundamental analysis to figure out which investments to make for clients. The firm focuses on long-term purchases, which means holding securities for at least a year.

Mutual funds and exchange-traded securities are the most commonly purchased assets, with some bonds and cash also involved.

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Forbes Family Trust is a fee-only firm with multiple advisors. That team boasts two certifications - two chartered financial analysts (CFAs) and one chartered alternative investment advisor (CAIA). The firm manages billions of dollars in investable assets for its clients. 

Clients at Forbes are almost entirely high-net-worth individuals, though it also works with some charitable organizations. There is no minimum account size for new clients here.

Forbes Family Trust Background

Forbes Family Trust was founded in 2009. It is owned by FWM Holdings, LLC, which also owns the fifth-ranked firm on this list, LGL Partners.

Forbes’ services include investment management, financial planning and consulting.

Forbes Family Trust Investment Strategy

There are no specific strategies that advisors at Forbes employ for clients. Instead, they work with each client to come up with a strategy that meets his or her needs, including goals and risk preferences.

Most of the firm’s money is invested in pooled investment vehicles, along with stocks, mutual funds and cash.

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Miller Investment Management is a fee-based firm managing the largest amount in client assets on this list. These clients are mostly high-net-worth individuals, with some other individuals on the books as well. Institutional clients include pooled investment vehicles, retirement plans and charitable organizations.

The firm has multiple advisors on staff, including chartered financial analysts (CFAs) and certified public accountants (CPAs).

Miller does not provide a specific minimum investment for new clients. Fees are based on a percentage of assets under management generally, but performance-based fees may also be charged.

Miller Investment Management Background

Miller Investment Management was founded in 1998. The general partner of the firm is Miller Investment Management, LLC. The sole member of that LLC is Strategic Advisors International, a corporation wholly-owned by H. Scott Miller, who founded the company.

Miller offers investment advisor and supervisory services. Unlike some other firms, it does not offer financial planning or accounting services, though it will work with another professional advisor if the client desires.

Miller Investment Management Investment Strategy

Asset allocation will be determined based on a client’s personal goals, risk appetite and objectives. Nearly 60% of client money is placed into mutual funds, with individual stocks, cash, subadvisors and pooled investment vehicles making up the rest.

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Baldwin Investment Management is a fee-based firm managing billions of dollars in assets for its clients. The firm has a minimum account size of $1 million, though the firm may be willing to adjust this amount. There are a handful of on-staff advisors here, including chartered financial analysts (CFAs), certified public accountants (CPAs) and certified financial planners (CFPs).

Clients at the firm are nearly evenly distributed between non-high-net-worth individuals and high-net-worth individuals. Institutional clients include pension and profit sharing plans, charitable organizations and trusts. 

Fees for investment management are based on a percentage of assets under management, while financial planning fees are fixed.

Baldwin Investment Management Background

Baldwin was founded in 1999. It is wholly owned by a parent company, Baldwin Management, LLC. That company is principally owned by the W. Paul Havens, Jr. and Ida H. Havens Trust for the benefit of Peter H. Havens. Peter Havens also serves as the chairman of the firm.

The firm’s services include investment management, financial planning, retirement planning, education planning, insurance review, estate tax analysis, cash flow, income tax analysis and charitable planning.

Baldwin Investment Management Investment Strategy

Advisors at Baldwin use fundamental, technical and cyclical analysis to find the best investments to make for their clients.

Asset allocation is a key part of the strategy. It is customized to meet the growth and income needs of each client. Stocks and bonds are used as investment vehicles, depending on what a client is looking to get out of their portfolio.

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LGL Partners is a fee-only firm managing billions in assets for its clients. There are several advisors on staff, including certified financial planners (CFPs), chartered alternative investment analysts (CAIAs) and chartered financial analysts (CFAs).

Clients of the firm are mostly high-net-worth individuals. Institutional clients include pooled investment vehicles, charitable organizations and corporations. This firm does not list a minimum account size.

LGL Partners Background

LGL Partners was founded in 2010. It is 100% owned by FWM Holdings, LLC, which also owns the second firm on this list, Forbes Family Trust.

Services the firm offers include investment management, financial planning and consulting.

LGL Partners Investment Strategy

LGL Advisors use fundamental and technical analysis to come up with investment strategies for clients. 

Most of the money the firm manages is invested in pooled investment vehicles. It also uses mutual funds, cash, exchange-traded stocks and U.S. government bonds.

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GKFO is a fee-based advisor working mostly with high-net-worth individuals, with some non-high-net-worth clients as well. The only institutional clients at the firm are charitable organizations. There is no minimum account size listed, but the high number of wealthy clients makes it likely the firm does prefer to work with those who have more in investable assets.

Some advisors here can sell insurance products and earn commissions, which creates a potential conflict of interest. However, the firm and its advisors are still bound by fiduciary duty to act in clients' best interests.

Fees at the firm are fixed for financial planning and based on a percentage of assets under management for investment management. GKFO does not provide a list of financial certifications on its website.

GKFO Background

GKFO was founded in 2009 and is principally owned by Christopher C. Geczy and Stephen R. Kitching.

Services include financial planning, investment management, retirement planning, estate planning, financial modeling, cash management, tax strategy and succession planning.

GKFO Investment Strategy

Nearly half of all money at GKFO is invested in pooled investment vehicles, which includes things like hedge funds. A further quarter is invested in mutual funds, with stocks, bonds, derivatives and cash holdings making up the remainder.