A complete list of active advisors currently associated with SharMarc Financial Advisors, Inc.

Warmer can help you find a great advisor at SharMarc Financial Advisors, Inc. or one who fits your needs even better.

SharMarc Financial Advisors serves primarily individual clients and also accepts pension plans, businesses, trusts, and charitable organizations. The firm provides comprehensive financial planning and advice across investments, retirement, insurance, tax and college funding, and offers seminars and periodic plan reviews. The firm delivers advice through project-based and hourly engagements and fixed-fee planning arrangements, and uses fundamental security analysis with a generally long-term investment orientation. Notably, SharMarc does not offer ongoing portfolio management for individual accounts and does not employ percentage-of-assets-under-management fee billing, so client relationships are centered on planning and advisory engagements rather than discretionary AUM-based management. SharMarc is a small, two-advisor practice that became incorporated in 2006 after forming in 1999 and operates with dual registrations as investment adviser representatives and broker-dealer registered representatives through LPL Financial. Advisors also sell insurance and securities products and may receive commissions for those activities, a potential source of conflicts disclosed in the brochure; the firm does not charge performance-based fees and reports it does not maintain custody of client assets.

To learn more about the advisors currently working at SharMarc Financial Advisors, 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.