Scharf Group LLC
Fiduciary Financial Advisor, Sarasota, FL

Scharf Group is a financial advising firm based in Sarasota, Florida and Lower Merion, Pennsylvania. They specialize in providing financial advice and wealth management services to individuals and families, from millennials to high-net-worth individuals. They pride themselves on their fiduciary responsibility, proactive communication, and transparent approach to financial planning.

Scharf Group offers a range of financial services including:
Financial Planning:Developing personalized financial plans to help clients reach their financial goals.
Investment Management:Managing investments to grow and protect clients' wealth.
Retirement Planning:Assisting clients in preparing for a comfortable retirement.
Estate Planning:Guiding clients in creating a comprehensive estate strategy to protect their assets and legacy.

Scharf Group distinguishes itself through several key principles:
Fiduciary Duty:They act as fiduciaries, meaning they are legally obligated to put their clients' best interests first.
Proactive Communication:They believe in regular and transparent communication, keeping clients informed and engaged in their financial decisions.
Personalized Approach:They tailor their services to each client's unique needs and goals.
Team of Experts:Clients benefit from a team of experienced financial professionals with diverse expertise.

A Certified Financial Fiduciary® is a financial professional who has met rigorous standards of ethics, education, and experience. They are committed to upholding the highest fiduciary standards and acting in their clients' best interests. 

Scharf Group understands the unique financial challenges millennials face. They can assist with:
Budgeting and saving:Developing a plan to manage income and expenses effectively.
Debt management:Strategies for paying off student loans or other debts.
Investing for the future:Choosing appropriate investments to build long-term wealth.
Financial literacy:Educating millennials about personal finance fundamentals. 

Yes, retirement planning is a core service offered by Scharf Group. They can assist with:
Determining retirement income needs.
Developing a retirement savings strategy.
Managing retirement investments.
Planning for healthcare costs in retirement. 

 The Scharf Group website provides:
Information about the firm and its services.
Profiles of the team members.
Educational resources on various financial topics.
A client login portal.
A contact form to schedule a meeting.

You can contact Scharf Group by:
Calling them at 800-392-8994.
Sending an email to one of the team members listed on their website.
Filling out the contact form on their website to request a consultation.