A complete list of active advisors currently associated with Sharma Associates, Inc.
Warmer can help you find a great advisor at Sharma Associates, Inc. or one who fits your needs even better.
Sharma Associates provides comprehensive financial planning and portfolio management primarily for individual clients, with a stated focus on retirement planning and retirement income solutions. The firm offers fee-based investment management using ETFs, index strategies and selected equities, and custodial relationships are maintained with Charles Schwab. The adviser describes a fiduciary, CFP-based planning process that tailors portfolios to clients’ risk tolerance and time horizon and emphasizes diversified, ETF-centered allocations and a long-term, stay-the-course approach. A substantial portion of client assets are managed on a non‑discretionary basis, meaning investment decisions are implemented only with client approval rather than under full discretionary authority. Notably, the firm maintains an affiliation with a broker-dealer (Innovation Partners Partners, LLC) and the adviser is also registered as a broker-dealer representative and an insurance agent, allowing the firm to offer securities and insurance products in addition to advisory services; the brochure discloses that advisory services are provided through the RIA and are not affiliated with the broker-dealer. The firm operates at a small scale—managing roughly $10.38 million for about 30 clients—and the brochure also references roles such as institutional broker and notary public.
To learn more about the advisors currently working at Sharma Associates, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Conshohocken, PA
| 36
|
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