Financial Advisors

Your clients deserve everything possible to help them achieve their goals. Our integrated financial management platform provides you with unprecedented solutions to create value for your clients. From deep financial planning, to personal and business tax strategies to selling a business, turning years of hard work into wealth. Our comprehensive approach is centered on your clients’ success.

Areas of Focus

Client-Centric Approach

Your clients will thrive in an environment that prioritizes them, helping you create deeper and more meaningful relationships.

Open Architecture

Our flexible and adaptable financial planning and investment management platforms enable exploration, creativity, and tailored strategies for each of your client’s unique needs.

Integrated Financial Management

Our revolutionary approach, unprecedented service platform, and extensive team of experts provides you with the ability to deliver comprehensive financial solutions to your clients.

Grow With a Team

Become part of an exciting team who lives to think outside the box and delivers exceptional results for your clients.

Empowering Advisor Experience

We empower our advisors to thrive in an unconstrained environment. It takes a team to grow a business and serve clients.

Excite Your Clients & Prospects

Our vision is to create a positive impact and change lives. Your clients and prospects will be energized by our approach and your enhanced ability to create value.

A New Path Forward

We Understand You

Accepting the status quo is not an option. We are committed to challenging our evolving industry with a focus on maximizing value for clients and empowering independent, creative thinking for our advisors. We provide an extraordinary foundation to help you better serve your clients and accelerate your personal and business growth.

Let's Start a Conversation About Your Next Step

We're here to enable your vision of success. Learn more about how you can transition to Sharp Financial as an individual, or as an existing practice.

Discover Extraordinary

Check the background of your financial professional on FINRA's BrokerCheck
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Alden Investment Group is a registered name for J. Alden Associates, Inc.,. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc.

Investment advice offered through Sharp Wealth Advisory, LLC, D/B/A Sharp Financial, a registered investment advisor.

For more information about our services, please review our Client Relationship Summary. For more information about Alden Investment Group, please review their Client Relationship Summary.
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