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Sean Dwyer

Sage Financial Group Inc.

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About Sean Dwyer

Sean Dwyer is a financial advisor who has been in the industry since 2004. Sean is registered with Sage Financial Group Inc. in Pennsylvania. Sean has a strong background in financial planning and portfolio management. Sean is also a Certified Financial Planner and Chartered Financial Analyst. Sean is committed to helping his clients achieve their financial goals. Sean has previously worked at Vanguard Marketing Corporation and UBS Financial Services Inc. Sean has experience working with a variety of clients, including individuals, families, and businesses.

Firm Information

Sean Dwyer is currently registered with Sage Financial Group Inc.. Sage Financial Group Inc. is an investment advisor based in WEST CONSHOHOCKEN, PA. The firm manages over $3.2 billion in assets for a variety of clients, including high net worth individuals, charitable organizations, and pooled investment vehicles. Sage Financial Group Inc. offers a range of services, including financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, businesses, and pooled investment vehicles.
Sage Financial Group Inc.

FIVE TOWER BRIDGE

WEST CONSHOHOCKEN, PA 19428

$3.21B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sean Dwyer’s Registration & Firm History

PA

12/03/2018 - Present

Sage Financial Group Inc. (WEST CONSHOHOCKEN PA)

PA

07/30/2004 - 11/28/2018

VANGUARD MARKETING CORPORATION (MALVERN PA)

NJ

02/10/2004 - 07/23/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 03/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Dwyer.
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