A complete list of active advisors currently associated with Sharper Image Financial Services, LLC

Warmer can help you find a great advisor at Sharper Image Financial Services, LLC or one who fits your needs even better.

Sharper Image Financial Services, LLC provides discretionary asset management and comprehensive financial planning primarily to individual clients, including high‑net‑worth and non‑HNW households. The firm also offers project‑based investment consulting and public educational seminars and workshops intended to be educational rather than individualized tax or investment advice. The firm tailors portfolios to client goals, time horizons and risk tolerances and employs a range of analytical approaches (including fundamental, technical, quantitative and modern portfolio theory) across strategies from long‑term holdings to trading and option writing. Notably, Sharper Image may use borrowing (margin) and derivative instruments within separately managed accounts—practices that are uncommon among similarly sized supported firms and are described along with related risk considerations in the brochure. Compared with peers, the firm is small—two advisors managing a limited number of client relationships and modest assets—while its principals also operate affiliated accounting businesses that provide fractional CFO and tax‑preparation services. Those affiliated services and the firm’s paid public workshops are disclosed as potential conflicts of interest and the brochure describes disclosure and mitigation steps, including the client’s ability to engage third parties.

To learn more about the advisors currently working at Sharper Image Financial Services, LLC, 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.