Why Us?
SharpEdge Financial was founded with the belief that a relationship with a financial planner should not be contingent upon buying a financial product or investing money. Rather, the relationship should be tailored to the client’s need at that specific point in time. In other words, whatever is most important to you is most important to us. As an independent, fee-only Registered Investment Adviser, we have the capability to provide a unique approach to financial planning that matches the ever-changing needs of our clients.
Affiliations
CERTIFIED FINANCIAL
PLANNER®
Since its founding in 1985 as an independent, standards-setting nonprofit, the CFP Board has become the organization that certifies CERTIFIED FINANCIAL PLANNER® professionals. They serve the public by establishing and enforcing rigorous requirements in education, examination, experience, and ethics.
Chartered Financial
Consultant®
The Chartered Financial Consultant® (ChFC®) program equips designees with practical financial planning strategies, preparing them to advise a wide range of clients on diverse financial matters.
National Association of Personal
Financial Advisors
NAPFA is a leading community of Fee-Only, fiduciary financial planners. Established in 1983, NAPFA supports over 4,600 members nationwide with education, professional connections, business development resources, and advocacy, all aimed at ensuring their success while upholding the highest standards of ethical financial advice.
XY Planning
Network®)
XYPN empowers fee-only financial advisors to launch, run, and scale their firms with complete autonomy. By providing a comprehensive support system that includes curated technology, tailored educational resources, a dynamic support network, and essential business, operational, and client services, XYPN enables advisors to serve their clients effectively and profitably.