Financial guidance for every chapter.
Wherever you are in life, we’ll help you get where you’re going.
Headquartered in Sarasota, FL · Advising clients nationwide
Our story. What clients say
Client testimonials and endorsements.
“Glenn is very responsive and knowledgeable. I recommended him to my adult children who are just starting their savings and investing journey. He took great care of them.”
“This company has been our financial advisors for years, they always have our financial affairs in mind when they are looking to make adjustments, they contact us about many things and were very concerned/caring when my husband was sick, making sure I understood everything. I wouldn't have anyone else looking after our financial needs.”
“We have been working with Glenn for about a year and he has consistently been a wealth of knowledge for our family. Our financial literacy has advanced a great deal with Glenn's support and he has helped us to make stronger financial decisions. It has been an empowering experience, gifting us with the ability to do more with what we have monetarily. Glenn has become our trusted go to person for any financial questions.”
The testimonials and endorsements were not solicited. The individuals were not compensated, nor are there any material conflicts of interest that would affect given testimonial and/or endorsement.
* This statement is a testimonial by a client of the financial professional. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Your story. What page are you on?
Choose the situation that feels closest to yours.
Our first conversation begins with what you are navigating.
Starting Fresh
A fiduciary advisor, a second opinion, or someone to simply teach you how it all works.
Big Life Moments
Marriage, a first home, a baby, a business — when everything changes at once.
Caring for Family
For the sandwich generation — supporting children and aging parents at once.
A New Chapter
Divorce, widowhood, or the approach of retirement — steady guidance for what comes next.
Your Story · Are you BALANCED?
Two minutes. Eight questions. A calmer picture of your money.
Most of us know how we feel about our health or our work. Fewer of us stop to ask how we feel about our money. We created a short quiz to help with that — Are you BALANCED? asks eight quick questions, one for each part of your financial well-being, from knowing where you stand today to caring for the people who come next. It takes about two minutes, and at the end you'll see which areas feel steady and where a small step might bring more clarity.
Questions
The things people ask us first.
If your question isn’t here, ask it in a conversation — that’s what the first meeting is for.
The question we always come back to
How can we make a difference in your life?
It’s the first thing we ask, and a question we keep asking throughout our relationship. Schedule a meeting with Scharf Group to begin the conversation.
Start the Conversation