A complete list of active advisors currently associated with Sharp Financial

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

Sharp Financial serves individuals, high‑net‑worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers and family offices, managing roughly $502 million for about 178 clients with a seven‑advisor team across eight offices. The firm provides wealth management, discretionary and non‑discretionary portfolio management, financial planning, and retirement plan advisory services. The firm follows a tactical, risk‑based investment process built on internal research and a third‑party quantitative subscription, using technical, charting and cyclical indicators to drive dynamic asset‑allocation decisions and predetermined rebalancing. Portfolios are managed with a long‑term orientation but the firm retains the ability to trade or reallocate more quickly in response to market indicators or client needs. Sharp Financial’s ADV discloses several features that are less common among similar-size teams: it sponsors a wrap‑fee program (Appendix 1), provides sub‑advisory services to other advisers, and includes formal performance reporting in its disclosures. The brochure also notes an affiliation with an accounting and tax firm and a broader multi‑office footprint, and the firm’s marketing and disclosure materials include supplemental performance and program notices that distinguish it from many peers.

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