Michael Sharp has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Horsham, Pennsylvania. After 18 years at Avantax Advisory Services, Michael joined Sharp Financial in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Horsham, and one of 89 fiduciaries.
At a glance
Services through Sharp Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowSharp FinancialCurrent firm
- 2000 – 2017Avantax Advisory ServicesPreviously
Contact Michael
(215) 659-2130Sharp Financial main office 100 Tournament Drive Suite 310Horsham, PA 19044Office · Get directions Facebook pageSharp Financial
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Michael
How do I contact Michael?
Call Sharp Financial at (215) 659-2130 and ask for Michael Sharp. Michael works from the Horsham, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1998, about 28 years. Top 19% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Sharp Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.