Mitchell Bednoff

Mitch Bednoff is a Certified Public Accountant (CPA) and a Principal/Partner and Executive Wealth Manager at Sage Financial Group, an independent registered investment advisor headquartered in West Conshohocken, Pennsylvania. He joined Sage in 1997 and has spent more than two decades advising high-net-worth clients, with long-term client relationships described as among his greatest professional rewards.

Before joining Sage, Bednoff worked as a Senior Accountant at Richard A. Eisner & Co. (a New York accounting firm). He earned a B.S. in Accounting from The Ohio State University. His accounting background underpins his role on the wealth-management and financial-planning side of the firm rather than any venture or startup-investing function.

Bednoff is one of the firm's owners; SEC Form ADV filings list Sage Financial Group as owned by Alan J. Cohn, Stephen L. Cohn, Mitchell Bednoff, and John Sion. Sage Financial Group is an independent, privately-held RIA that manages more than $2 billion in assets and provides investment management and financial planning to 600+ high-net-worth clients.

Outside the firm, Bednoff serves on the Board of Directors and as Treasurer of Simon's Fund, a Philadelphia-area nonprofit focused on raising awareness of the conditions that cause sudden cardiac arrest and death in children and on providing free heart screenings.

• No publicly stated angel or venture investment thesis could be found for Mitchell Bednoff. His documented work is public-market wealth management and financial planning, not early-stage equity investing.
• As a Sage Financial Group wealth manager, his professional remit centers on diversified portfolio management, tax-aware planning (leveraging his CPA background), and long-term financial planning for high-net-worth individuals and families — not writing checks into seed-stage companies.
• The "Angel Investor / Seed Round" framing in the source stub is not corroborated by any primary or secondary source located during research; treat it as unverified.