Scharf Group, LLC is an independent financial services company providing financial coaching, financial planning and investment management solutions to clients across the country, since 1995.
We endeavor to know and understand our clients' financial situation and provide them with only the highest quality information, services, and products to help reach their goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.
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, coaches 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 making a difference in their lives and the lives of their families.
Founded by Glenn Scharf in 1995 after spending nine years at Prudential Securities before realizing that he wanted to create a different kind of financial services company. Of his time at Prudential, Scharf says that he learned a great deal about how he wanted to service his clients. He describes Prudential’s Philadelphia office as a dynamic working environment, but came away with an understanding that the large-scale corporate model was not suited to his personality, or to the needs of the clients with whom he wanted to do business. He realized that he could provide his clients with more opportunities by moving away from the traditional brokerage houses. “In the large firms, it can be virtually impossible to put the client’s needs first,” he explains. Thus, Scharf Group LLC was born; a company whose organizational model and experienced, dedicated team are structured first and foremost around best serving their clients.
Scharf is passionate about what he does, and thrives on conveying that enthusiasm to others. He finds personal inspiration in helping people achieve their financial goals, “When you love what you do, it does not feel like work.” That kind of enthusiasm pays off, as 99% of Scharf Group’s clients come to them by way of referral.
Scharf also emphasizes the importance of listening to the particulars of each client’s personal situation, and cites client education as a crucial factor in his company’s effectiveness. “We educate clients about the entire planning process, not just about products and services,” he says. When a client approaches Scharf Group for the first time they are introduced to our team for a discussion of their needs and how the Group’s services can best assist them in reaching their goals. Though this initial consultation is complementary, Scharf is confident about its value. “We need to see if there is a fit,” he explains. “Will the client benefit from us and vice versa? We’re looking for a win-win relationship where we can add value.”
Scharf Group invests in our clients in many ways including the utilization of unrivaled technological support systems. “We have at our fingertips the most pliable, comprehensive and client specific asset tools that I have ever used,” says Edward Di Pietro, Senior Vice President and Chief Investment Strategist at Scharf Group. DiPietro has been with Scharf Group since February of 1995 when he also left Prudential Securities to join Scharf Group. “Our technology is consistent with our firms philosophy, completely centered on each individual client’s goals and objectives.”
In exchange for their expertise and commitment to service, Scharf asks for the respect and trust of his clients. “The media too often misleads people into thinking that individuals can and should handle their own finances, but this is not always the case,” he points out. “There are many people who simply don’t have the time or resources to do it themselves. This is where we come in.”