We believe that everyone deserves to achieve a work optional lifestyle - to be in control of your time and have the financial freedom to pursue what’s important in your life. At SHARP ADVISORS, we live and breathe on Simplifying Retirement. Our team of financial professionals is committed to taking the complexity out of retirement income planning. Our formula to success is also the work we find most fulfilling. By building lasting relationships and taking the time to identify what’s most important to you, we help guide the way to the unique lifestyle you envision. Securities offered through LPL Financial. Member SIPC www.sipc.org. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Merit Financial Group and Sharp Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.sharpadvisors.net #1-776255
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The Sharp Advisors annual revenue was $3 million in 2026.
1 people are employed at Sharp Advisors.
Sharp Advisors is based in Charlotte, North Carolina.
The NAICS codes for Sharp Advisors are [5239, 523, 52, 52393].
The SIC codes for Sharp Advisors are [62, 628].
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