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Sage Financial Group
Founded in 1989, Sage Financial Group is a privately held, independent Investment and Wealth Management firm. Sage manages over $3 billion of assets and provides investment management and financial planning services to more than 650 high-net-worth individuals and their families. In addition to co-founding Sage Financial Group, David, Alan and Stephen Cohn co-founded Sage Online in 1995, a leading investment internet company for individual investors. In March 2000, Multex.com, a publicly held financial services company, acquired Sage Online. Alan and Stephen also co-authored “The Sage Guide to Mutual Funds” (HarperCollins) and have identified alternative private investments for their clients. 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). In addition, set forth on this page may be "likes" or "comments" posted by visitors to the Sage LinkedIn profile page. These "likes" or "comments" do not describe any experience with Sage or endorsement of Sage as an investment advisor by any client. For more information about Sage Financial Group and all related disclosures, visit www.sagefinancial.com.
Conshohocken, Pennsylvania, US
Private
$6.2M Revenue
http://www.sagefinancial.com
57 Employees
Predictable Hiring for Predictable Performance™. Only from Lighthouse Consulting. Lighthouse Consulting Partners conducts in-depth work style personality assessment services for companies who value predictability in their hiring process and investing in staff development. Known widely for its thorough interpretation of assessment results, Lighthouse quickly delivers for its clients a level of accurate insight not seen in other assessment solutions. The analysis gives managers the wisdom and guidance necessary to hire the right person for the job. What makes LCP different? In-depth Assessment. Ask any of our clients and they’ll tell you what they like most about LCP is the in-depth interpretation of the test results. They gain deeper insight into the individual being tested because of how well LCP interprets the test results. Responsiveness. Lighthouse Consulting Partners is an efficient, agile company with a reputation for being highly responsive to the needs of its clients and strategic partners. Personal Attention. LCP principals are closely involved with every client, test assessment, and consulting project. Productivity Management Consulting. When you select Lighthouse Consulting Partners you’re selecting a partner with the talent and expertise to raise the performance of key individuals, key groups, or your entire company. Our teams of consultants work in three practice areas: Company Culture, Talent Development, and Operational Productivity.
Santa Monica, California, US
Private
$5.4M Revenue
http://www.lighthouseconsulting.com
12 Employees
Proactive Advisors LLC
ProActive Advisors, LLC is a boutique money management and advisory firm located in Lexington, Kentucky. We manage fixed income and equity accounts, including balanced accounts that utilize a proprietary investment methodology developed by our founder, a Morningstar-recognized “FIVE STAR” fund manager. Clients engage our services directly, which allows them to avoid intermediary fees while still receiving personalized attention from a fiduciary who is dedicated to managing their investments proactively.
Lexington, Kentucky, US
Private
$5M Revenue
http://proactiveadvisors.com
4 Employees
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
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