Horsham, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sharp Financial
Team
Firm-wide stats for Sharp Financial
Clients per advisor
30 Very LowAvg AUM per client
$2,563,759 Very HighHNW client ratio
38% TypicalAbout
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.
Based on Sharp Financial
Expertise
Based on Sharp Financial
Location
100 Tournament Drive, Suite 310
Horsham PA 19044
Advisors at this office
3
Advisors at this office
Tasha M
Series 63, Series 65
Horsham, PA
Sharp Financial
Tasha Miles is a financial advisor at Sharp Financial with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments and J Alden Associates. Outside of her advisory role, she is an independent real estate agent assisting buyers and sellers in residential and commercial transactions. Sharp Financial provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that integrates proprietary strategies with third-party quantitative analysis and daily market data.
Michael S
Series 63, Series 65
Horsham, PA
Sharp Financial
Michael Sharp is a financial advisor with Sharp Financial in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Ba Securities, Purshe Kaplan Sterling Investments, and H.D. Vest Investment Services. Outside of advisory work, he is involved as an officer in a local AAU basketball team. Sharp Financial provides investment advisory and financial planning services to a diverse clientele, including individuals, high net worth clients, trusts, estates, retirement plans, corporations, other advisers, and family offices. The firm employs a tactical, risk-based investment approach that combines proprietary strategies with third-party quantitative analysis and daily market data, offering discretionary management, comprehensive wealth planning, and retirement plan advisory services.
Edward R
Series 66
Horsham, PA
Sharp Financial
Edward Rimbenieks is a financial advisor at Sharp Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc. and J Alden Associates, Inc. alongside his current role at Sharp Wealth Advisory, where he has been involved in wealth planning and client relationship management since 2019. Sharp Financial serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, other registered investment advisers, and family offices. The firm manages approximately $502 million with a team of seven advisors across eight offices, utilizing a tactical, risk-based investment process that incorporates technical and cyclical indicators to guide dynamic asset allocation and portfolio management.
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