Who We Are Scharf Group, LLC is an independent financial services company providing customized financial solutions and wealth management to an exclusive group of clients since 1995. We specialize in assisting individuals who are in, or are approaching retirement, as well as those who are in need of comprehensive family wealth management. To help achieve valuable results for our clients, we are innovative and creative in our planning and investment process, challenging the conventional methodologies used by many advisors and planners. Our clients benefit from our team approach, which allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support. As a team we are invested in the financial future of each of our clients and are committed to helping our clients lead the lives that they envision.