A complete list of active advisors currently associated with SharpEdge Financial

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

SharpEdge Financial serves individual clients (including high-net-worth individuals) and plan sponsors, providing investment management, ongoing and project-based financial planning, and retirement plan consulting and advisory services. The firm also facilitates estate planning through a third-party provider and offers education and participant services for employer-sponsored plans. The firm emphasizes long-term, passive asset-allocation strategies informed by Modern Portfolio Theory, supplemented by fundamental and technical analysis, and typically implements portfolios with mutual funds and ETFs. Investment management is provided on a discretionary basis and, when appropriate, the firm uses outside managers and platforms (including sub-advisory arrangements to implement model strategies) and pairs planning services with an onboarding plus subscription model for ongoing financial planning support. Noteworthy for a firm of its size, SharpEdge both manages roughly $5.7 million in discretionary client assets and provides non-discretionary retirement plan advice on about $3.8 million in plan assets, reflecting an atypical emphasis on pension/profit-sharing plan clients and pension consulting. The brochure also indicates the firm uses client testimonials in its advertising and maintains formal relationships with third-party providers (including a 3(38) manager program and an online estate-planning service), which are less common among independent advisers.

To learn more about the advisors currently working at SharpEdge 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.