A complete list of active advisors currently associated with Mark Sharp Retirement

Warmer can help you find a great advisor at Mark Sharp Retirement or one who fits your needs even better.

The firm provides financial planning and investment advisory services to individual clients, primarily offering discretionary portfolio management, ongoing retirement planning, and project-based financial planning. It manages about $15 million on behalf of a very small client base and serves both advisory clients and those who engage only on a planning or project basis. The firm’s investment approach emphasizes portfolio construction using Modern Portfolio Theory and largely passive vehicles, typically index mutual funds and ETFs, with allocations set to align a client’s goals and risk tolerance. It manages accounts on a discretionary basis when authorized, and uses a digital custodial and model marketplace platform to implement model portfolios and trading. Noteworthy features include a mix of fee arrangements beyond a single asset-based fee—separate flat retainers for ongoing retirement planning and fixed fees for project work—and a stated $500,000 minimum for investment management clients while still offering planning services to others. The principal also maintains an independent tax consulting activity and a small rental business (each disclosed as limited other business activities), and the firm receives soft-dollar benefits through its chosen custodial platform.

To learn more about the advisors currently working at Mark Sharp Retirement, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.