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Sharp Financial Group
Michael Sharp launched the firm in 1993 to pair forward-looking tax and accounting with wealth management and investment banking — a model Sharp Financial...
Sharp Financial Group
Michael Sharp launched the firm in 1993 to pair forward-looking tax and accounting with wealth management and investment banking — a model Sharp Financial labels Integrated Financial Management. The group operates through two regulated entities: Sharp Wealth Advisory, LLC, a registered investment advisor, and J. Alden Associates, Inc., a FINRA- and SIPC-member broker-dealer that clears securities. The firm publicly targets three client sets: business owners, individuals and families, and family offices. Sharp Financial's investment bank works on capital raising, acquisition financing, and company sales — the website confirms the team advises on buy-side and sell-side M&A. On the wealth side, the firm manages assets for individuals, high-net-worth families, and trusts. The advisor does not publish a discrete asset-allocation model, but its integrated structure implies a heavy tilt toward private-business value creation and illiquid operating-company equity alongside traditional managed portfolios. The firm's website cites a case-study track record of decade-long client engagements across multiple entrepreneurial exits, though it names no specific portfolio companies or fund vehicles. The group has not disclosed total regulatory assets under management, headcount, or capital deployment figures. Its sole identified office is in Tampa, Florida. Sharp Financial does not describe any philanthropic foundation, real-asset arm, or formal co-investor club. Its website's footer references compliance under the USA PATRIOT Act and offers a Form CRS (Client Relationship Summary), consistent with a mid-market RIA-and-broker-dealer hybrid serving domestic US clients. Sharp Financial's structural edge is the deliberate colocation of an SEC-registered investment advisor, a CPA practice, and a broker-dealer within one firm group — an architecture that lets the firm originate, diligence, structure, and manage assets for the same entrepreneurial client without external referrals. Few wealth managers of similar scale run an affiliated investment bank and a broker-dealer alongside tax preparation, making Sharp Financial a single-point-of-contact model for business owners who might otherwise coordinate three separate professional-service firms.
General information
Firm type
Bank / Wealth / Trust
Year founded
1993
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Principals
Michael Sharp
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Sharp Financial Group?
Michael Sharp, the founder, has led the firm since its 1993 launch. His original thesis was that a forward-looking blend of CPA-led tax planning, investment banking, and wealth management would serve entrepreneurial clients better than separate firms. The firm has not publicly named a separate chief investment officer or investment committee members.
Is Sharp Financial Group structured as a single family office or a multi-family office?
Sharp Financial Group is a registered investment advisor and broker-dealer group — not a single-family office and not a pure multi-family office. It serves business owners, individuals, families, and family offices, but its own disclosures describe it as a wealth manager offering integrated family-office-style services rather than a dedicated MFO.
How does Sharp Financial source its deal flow?
Its investment bank originates deals internally — the firm's website states it helps clients raise capital, acquire businesses, or sell their companies. Because Sharp Financial also provides tax and accounting services, much of the early-stage company advisory work and potential M&A pipeline likely comes directly from the existing book of entrepreneurial clients, though the firm does not disclose a formal proprietary-sourcing model.
Does Sharp Financial participate in fund commitments or only direct investments?
Sharp Financial does not publish a fund-commitment strategy. Its investment banking arm facilitates direct transactions — including company sales and capital raises — while the wealth management practice manages portfolios for individuals, trusts, and high-net-worth families. It has not disclosed any fund-of-funds activity or institutional LP commitments.
What investment stages does Sharp Financial's investment bank target?
The firm describes its investment banking work as supporting capital raising, acquisitions, and company sales, suggesting a focus on growth-stage and mature private companies rather than seed-stage startups. It does not publicly define a minimum revenue or EBITDA threshold for engagement.
Which sectors does Sharp Financial Group cover?
Sharp Financial does not publish a sector-exclusion list or a formal sector-specialization framework. Its entrepreneurial-client focus implies broad generalist coverage across owner-operated businesses, though the absence of a public track record makes it impossible to map specific industry concentrations.
How are the advisory, tax, and broker-dealer businesses separated within Sharp Financial Group?
Investment advice is offered through Sharp Wealth Advisory, LLC, a registered investment advisor. Securities are offered through J. Alden Associates, Inc., a separate FINRA- and SIPC-member entity. Tax and accounting services are likely provided through an affiliated professional practice — the firm's website treats all as part of the 'Integrated Financial Management' umbrella while keeping the regulated entities legally distinct.
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